Does it Ever Make Sense to Purchase an Annuity? скачать в хорошем качестве

Does it Ever Make Sense to Purchase an Annuity?

Have you ever wondered if purchasing an annuity makes sense for you? There are two conflicting opinions from financial advisors: some advocate for annuities while others advise against them. James explores the concept of being a fiduciary and the challenges of understanding the financial advisory industry. He covers when annuities may be a suitable option, such as providing guarantees, protecting against longevity, guaranteeing core expenses, and the benefits of Qualified Longevity Annuity Contracts (QLACs) in reducing required minimum distributions. There is no one-size-fits-all approach to financial planning. Your individual circumstances and goals will determine whether annuities are the right choice. It's always a good idea to seek professional advice and review all your options when making decisions about annuities. Questions answered: Is an annuity a suitable financial product for retirement planning? What factors should you consider when deciding whether to purchase an annuity? ======================= Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ 🔔 Make sure to subscribe here to be notified for future videos!    / @rootfp   _ _ 👥 Make sure to connect with us on all socials below → https://beacons.ai/rootfinancialpartners ⏱Timestamps:⏱ 0:00 Intro 2:51 What is a fiduciary? 8:43 Explaining annuities 10:53 The wrong way to look at it 13:23 Another way to look at it 17:53 When is there a case for an annuity? 19:49 Another case 22:06 Qualified Longevity Annuity Contract 24:40 Outro Other videos we think you'll like: About Root:    • Financial advisors with heart.   Worried about retirement? Start here:    • Worried About Retirement..Start With a Bla...