027 Is an annuity for me?
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027 Is an annuity for me?
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このコンテンツについて
Annuities are making a comeback, and with super funds soon required to offer them, many retirees are asking if they should be part of their plan.
In this episode, Nathan and Jordan break down what annuities are, how they compare to account-based pensions, and why Centrelink concessions can make them attractive.
They also explore the trade-offs: security versus flexibility, estate planning implications, and whether annuities might fit into your retirement income strategy.
Visit www.weavinggoldpodcast.com for more episodes, blogs and to get in touch.
Nathan:
advice@nathanfradley.com.au
www.nathanfradley.com.au
Jordan:
jordan@planningsolo.com.au
www.planningsolo.com.au
The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.