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3min chapter
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode