Paul continues his conversation from the previous episode and explains that annuities can be hard to understand because the people that sell them overstate the benefits and don’t explain the risks properly. Paul wraps up his conversation about how RMDs on your retirement accounts can be a great tool and how the government actually utilized academic research on taking an income from a portfolio when crafting these laws.
Start relaxing about investing by scheduling a 15-minute call with one of our advisors here.