Ideas for Getting the Most From Annuities for Retirement
Chip Stapleton is a financial advisor and FINRA Series 7 and Series 88 license holder and is an expert contributor for Annuity.org. He is a financial advisory manager at airCFO and holds a Life, Accident and Health Insurance license in Indiana.
He has expertise in corporate finance, financial planning, investing, life insurance, strategic finance and technical analysis.
In the first part of our conversation, we’ll discuss a couple of the ways you can maximize the benefits of annuities as part of your retirement plan.
In this episode, you’ll learn:
- How annuities can supplement Social Security to provide guaranteed lifetime income.
- How the “income flooring strategy” can help you incorporate an annuity into your retirement income plan.
- Some of the ways you can benefit from the tax advantages of annuities within your retirement accounts.