Hello, today I want to discuss annuities and their role in your financial plan. Annuities are contracts with insurance companies that provide a steady income stream, which can be particularly beneficial for retirees. They help manage the risk of outliving your savings and can supplement other retirement income sources like Social Security. However, annuities come with complexities, high fees, and potential surrender charges. It’s essential to weigh the pros and cons based on your individual financial situation.
Please read the accompanying white paper for more details.
If you have any questions or need further guidance, please reach out to us at mgolaris@monetagroup.com.
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