Understanding the Pros and Cons of Annuities with Stan Haithcock
Sound Investing
Balancing Annuity Investments and Planning for Spousal Financial Security
This chapter delves into the significance of maintaining a balanced approach when allocating investable assets to annuities, cautioning against exceeding the industry-recommended limit of 50%. The discussion also covers the risks associated with fraudulent investment practices and strategies for ensuring spousal financial security through trust arrangements and immediate annuities.
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