409: Guaranteed Lifetime Income vs. Taxable Bonds: Which is Better Amidst High Interest Rates?
Retire With Purpose - The Retirement Podcast
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Comparison of Non-Qualified and Qualified Accounts for Annuities and the Benefit of Guarantees
This chapter explores the differences between qualified and non-qualified accounts in relation to annuities. It discusses the tax implications of withdrawing money from each type of account and emphasizes the advantages of building a portfolio in a non-qualified account. The chapter also examines the belief that taxes will increase in the future and analyzes the benefits of using annuities to guarantee income and mitigate interest rate risk.
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