When considering whether an annuity would be worthwhile for you, some questions you might ask yourself are why would I choose an annuity over just having a taxable brokerage account? What benefits could it provide for me? How can I differentiate between the different types of annuities, and why would I go through all the trouble of getting one? How can an annuity relieve some of the income stresses I might face in retirement?
In this episode, Jeff Brimhall, Ph.D., CFP®, CFA, and Benjamin Cummings, Ph.D., CFP® are joined by Jackson Bradley, Consultant at DPL Financial Partners, to discuss what you need to know when it comes to annuities.
Listen as Jackson discusses:
- The tax deferral you would get when using an annuity
- What withdrawal rates look like with annuities
- How annuities can be used as an income source with annuitizing
- And more
Connect with Blue Barn Wealth:
- info@bluebarnwealth.com
- (801) 466-4101
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- LinkedIn: Jeff Brimhall
- LinkedIn: Benjamin Cummings
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Connect with Jackson Bradley:
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