53 min listen
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
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
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)
Episode 34: Even In Volatile Markets, Find Out Why The 4% Rule Distribution May Be Too Low: The previous 3 episodes discussed why the 4% rule may be too high. Now, Wade and Alex review why the opposite may be true. We break down four reasons to consider the possibility that you are underspending by applying the 4% rule to your retirement income... by Retire With Style