Fall Workshops: All About Annuities

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Fall Workshops: All About Annuities
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Fall Workshops: All About Annuities says
Annuities often get a bad rap. Many people assume that all annuities have high fees, tie up your money, are not liquid, and don't offer much opportunity. This class busts those myths and introduces you to the variety and potential of annuities and how they can play a beneficial role in your retirement strategy. Topics include types and categories of annuities, tax treatment of annuities, annuities inside IRAs and Roth IRAs, annuity ladders, the place and benefits of annuities in a retirement plan, and more. This class is perfect for those over the age of 50 and in or near retirement. Steve Geist is an expert in safe retirement plan strategies. He has written a book on the subject which has been published will be available for purchase in class. He also teaches the popular "Solve the Retirement Puzzle" class and "Planning Your Retirement Cash Flow" class at CFU (both recommended but not prerequisites).
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By: Stephen Geist