The WealthAbility Show with Tom Wheelwright, CPA cover image

Retirement [7/7 Series Pt. 2]

The WealthAbility Show with Tom Wheelwright, CPA

CHAPTER

How Much Should You Invest in an Annuity?

What you're protecting against with the annuity is that market risk. And then how do you determine how much to because if we've got some to again, five, six to 10, 11 and beyond, what portion needs to go into that annuity? Yeah. Good question. So I think about it in time. If we have a segment that's going to be held for 20 years, we should invest that rather aggressively. That takes a lot of risk out of retirement.

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