Annuity Income Riders: Smoke and Mirrors

Paul recently worked with an investor through an annuity product they purchased that promised them an income for life on a subaccount with a substantial account balance. Paul has to pry to answer one simple question: how much income can actually be taken out of the account? Listen along as Paul educates investors on the smoke and mirrors of annuity products. Later in the episode, Paul talks about how the Inflation Reduction Act and electric vehicles are causing problems with our allies overseas.

Get a copy of our new book, Confident Financial Planning, at paulwinkler.com/book.