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Is Annuity Taxation Beneficial? What To Know!

Is Annuity Taxation Beneficial? What To Know!

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We’re in the middle of tax season, and you may have heard that annuities can provide tax benefits. Who is that true for, and are there any side effects? Today, we’re going to clear up some of the confusion around the advantages and disadvantages of annuities. Liz will also provide some tips on what you need to know before considering an annuity.

Here’s some of what we discuss in today’s show:

  • What is an annuity?
  • The different “flavors” of annuities available
  • The advantages and disadvantages of annuities
  • When might an annuity be a good fit?

Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube

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