The Ultimate Guide to Understanding Annuities
Are you confused about annuities? Join me in this video as I unravel the mysteries behind different types of annuities and help you make informed decisions for your retirement. Stay tuned until the end to discover if annuities are the right choice for you. Subscribe to my channel Mr. Retirement for more tips on maximizing your retirement savings!
Annuity Decision Guide
1. What’s your main goal?
Is it Income, Tax-Deferral, or as an Investment?
2. When do you want money back from the annuity?
Income now is an immediate annuity.
Income later is a deferred annuity.
3. How do you want your annuity to grow?
Interest Rate growth is a Fixed Annuity.
Market fluctuation growth is a Variable Annuity.
Hybrid approach is a Fixed Indexed Annuity.
4. Remember, if income is the goal focus on your total income amount.
Not just the bonus that’s advertised.
Not just the income value growth that’s advertised.
Not just the payout rate.
Focus on your total income, which is a combo of those three items.
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Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security
If you’re trying to find the answers to these questions:
How do I get the most money out of my Social Security & Pension?
How do I lower my lifetime tax bill?
How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with my team at Keil Financial Partners:
https://calendly.com/d/3wq-24m-d4p
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Disclosures
Videos published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These videos reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those videos were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
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For important disclosures visit http://keilfp.com/disclosures
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