Join Margaret Wittkopp and Jim Rosetti in today’s episode, they discuss the definition of annuity and how this investment vehicle may or may not belong in your portfolio.
(1:18) Listener’s Corner
(2:20) Defining annuity
(8:45) Diversified portfolio is better against inflation over time
(9:50) Can annuities be a good idea?
(12:58) Indexed annuities and guarantees
(16:27) Getting out early and penalties
(22:42) The market as your friend
(23:20) Caution, caution, caution
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