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May 23, 2022 1 min read

Why Not an Annuity?

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It takes guts to keep your money in the market, especially when you’re unsure of what alternatives are available. But an annuity allows you to take a smooth ride to end. In various scenarios, the use of an annuity can make a positive impact. Protecting assets from volatility can lead to even better results than keeping all assets at risk in the stock market.  This is especially true when consistent withdrawals are taken.

In this solo episode, Join Bryan as he dissects some sample portfolios that prove how an annuity works its magic, helping you preserve more capital to maintain growth when you are making consistent withdrawals. Listen to this episode and gain value on these essential topics that can make a big difference in your retirement years.

What You’ll Learn From This Episode: 

[2:32] Why does the annuity do an excellent job no matter what?

[2:57] Looking at sample portfolio about Required Minimum Distributions 

[4:35] Looking at portfolios in the last 20 years with no annuity and the flex strategy 

[5:47] What do we do if we want to reduce risk and think that the market might be down?

[7:22] Reverse Dollar Cost Averaging

[10:31] What happens when there’s no annuity?

[11:19] What the annuity allows you to do when the market is down in value, you’re making money out of the annuity.

[12:17] Preserving more capital for real growth 

[16:14] The more you use an annuity in the poor market scenario, the better the annuity gets, protecting money from volatility.

[17:27] An annuity is appropriate in a lot of different scenarios.

Key Quotes

[7:17] “When the market is down in value, you’re drawing from principle alone.”

[8:54] “People take the annuity to relieve stress and maintain balance in their portfolio.”

[10:16] “A lot of people don’t necessarily spend their money; some people spend it, some people don’t.”

Resources 

Annuity Newsletter

Call Annuity Straight Talk at 800-438-5121 or schedule a call at AnnuityStraightTalk.com

Written By

Bryan Anderson

The Annuity Straight Talk Guide to Annuities

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