In or Near Retirement: Is an Annuity Good or Bad?

Are annuities good or bad? The answer is: it depends. Depending on your financial situation, annuities can be a great investment option or an unwise one. In this video, we talk about what annuities are and the factors you should consider when determining if they're the right investment option for you.

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Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, financial, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is an Ohio based registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.