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Episode 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools

Episode 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools

FromRetire With Style


Episode 78: Can you mix retirement income with accumulation? Breaking down living benefits, RILAs, and annuities as an accumulation tools

FromRetire With Style

ratings:
Length:
48 minutes
Released:
Jul 4, 2023
Format:
Podcast episode

Description

In this episode, we discuss how you can obtain lifetime income from a fixed-index annuity without annuitizing your contract, and how they are also comparable to more income dedicated options. We also discuss one of the most popular and fastest growing annuities out there- the Registered Index Linked Annuity (RILAs). We detail how RILAs are structured and how you can create more market-driven structured returns in their implementation. In conclusion, we detail why the tax characteristics of certain annuities enable you to utilize them as asset accumulation tools in addition to their insurance component. Listen now to learn more! 
 
Links
Join our Retirement Income Masterclass to learn about the RISA® and how to use it and market it within your practice. Sign up here: www.risaprofile.com/advisors 
 
This episode is sponsored by Retirement Researcher https://retirementresearcher.com/. Download their free eBook, 8 Tips to Becoming A Retirement Income Investor at retirementresearcher.com/8tips
Released:
Jul 4, 2023
Format:
Podcast episode

Titles in the series (96)

The purpose of Retire With Style is to help you discover the retirement income plan that is right for you. The first step is to discover your retirement income personality. Your hosts Wade Pfau, PhD, CFA, RICP and Alex Murguia, PhD walk you through creating and implementing a retirement plan that will help you reach your goals, and that you’ll be able to stick with. Start by going to risaprofile.com/style and sign up to take the industry’s first financial personality tool for retirement planning.