Mullooly Asset Management
Mullooly Asset Management
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Annuities Unwrapped: The Pros and Cons of Investing
• 19 minHave you ever felt overwhelmed by the world of investments, specifically annuities? You're about to witness a clear, concise breakdown of the complex web of annuities and gain an understanding that could be transformative for your financial future. This episode is packed with insights into the four primary types of annuities - immediate, deferred, fixed deferred, and variable deferred, carefully exploring their role as alternatives to mutual funds, stocks, and bonds. We delve into the significance of proper communication in the annuity industry, and we'll investigate the implications of deferring earnings in a deferred annuity and how it could potentially bite back when withdrawn. You can't afford to miss this episode, especially when we embark on the crucial aspect of investing - understanding the pros and cons. Drawing from my 16 years of experience as a broker, I recount tales of investors who've faced unpleasant surprises due to a lack of knowledge about their investments - things like surrender charges, limited investment options, and large tax bills. We're here to equip you with the information you need to make the best decisions for your financial future. We also scrutinize the 60-40 portfolios and the 4% rule, in the light of a recent industry article that seems to challenge these traditional investment strategies. Whether you're a seasoned investor or a novice, this episode promises a wealth of knowledge. Grab a pen and paper, you'll want to take notes.
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