Blog tagged as Annuity

Understanding the Role Annuities Can Play in Your Financial Plan

02/06/2025 10:03 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)
Understanding the Role Annuities Can Play in Your Financial Plan
Annuities are financial products that provide a guaranteed income stream, often used for retirement, offering tax-deferred growth and asset protection but also carrying potential downsides like high fees, complex terms, and tax implications on withdrawals

Tags