IN THIS EPISODE, THE ANNUITY MAN DISCUSS:
Annuities can be held inside of IRAs, Roth IRAs, and Non-IRA accounts
Legacy & contractually leveraged strategies
Customized solutions for your specific situation
How to use contractual guarantees with combination strategies
KEY TAKEAWAYS:
Annuities are contractual mathematical solutions
There’s no ROI (Return On Investment) until you die
How to transfer from one annuity to another without tax consequences
How to contractually “handcuff your beneficiaries” using annuity strategies
"All annuity quotes for lifetime income guarantees are customizable and should be shopped with all carriers." — The Annuity Man.
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