Is an Annuity Right for You?
Wealth protection, growth, and guaranteed income in retirement — weighed honestly
Guaranteed income sounds good. Here is how to weigh what it costs.
Price the gap. Not the portfolio.
Annuities are among the most misunderstood tools in retirement finance — sometimes pitched to people who don’t need them, and never shown to some who do. Is an Annuity Right for You? starts where the seminar never does: with the one number an income annuity should be hired against.
- The gap — what it is, how inflation widens it, and why it is the entire assignment
- What annuities do brilliantly, what they do badly, and how to tell which you’re buying
- The two lines on every illustration — and which one is in the contract
- The four things that make an annuity worth buying — and the questions to ask before you sign
The chapters
An annuity is a tool, not a verdict — and tools are sized to jobs.
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