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.

Highlights

(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

 

 

Key Links:

Veritas Financial Services, LLC Website: http://veritasinvesting.com/

Two-day seminar provides an extraordinary financial education opportunity called the American Dream Experience (Event link)