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Hide Assets in Annuity?

Hide Assets in Annuity?

FromJill on Money with Jill Schlesinger


Hide Assets in Annuity?

FromJill on Money with Jill Schlesinger

ratings:
Length:
11 minutes
Released:
Sep 23, 2020
Format:
Podcast episode

Description

Okay, this may go down as the worst advice given in 2020! An emailer was told by his "advisor" that they should be "hiding" their assets inside an annuity so they'll be able to qualify for financial aid. Folks, sometimes you can't make it up.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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Released:
Sep 23, 2020
Format:
Podcast episode

Titles in the series (100)

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.