Timothy Sumer

Here is a question I hear often – when is the best time to obtain a fixed annuity? By no means is there an exact science to timing as is also true for the amount for a fixed annuity. It is based on your individualized circumstances. And you don’t have to be approaching or in retirement to need a fixed annuity. Let’s learn the different ways and at which time a fixed annuity can be instrumental to you, whether in retirement or not in retirement. So, watch the video till the end to learn when a fixed annuity may be needed for purposes other than retirement. Please Subscribe and don't forget to press the bell, 🔔, like, comment and share. Stay safe and love all. 😍😘 Table of Contents: 00:00 - Introduction 01:13 - Type of Fixed Annuity While In Retirement 01:55 - Types of Fixed Annuities When Approaching Retirement 03:58 - Situation where Fixed Annuities are Right at Any Age 05:56 - What about a Fixed Annuity For Tax P...

What are Annuities for Retirement Income - What is an Annuity for Retirement Income? 1-800-566-1002 What are the best types of annuities for Retirement Income and learn how you can avoid the most common mistakes that individuals have made when looking to purchase an Annuity for Retirement Income. Annuities Basics for Retirement Income It can be confusing to withdraw annuity money. This article will explain the various types of annuity withdrawals as well as how they work. This guide will provide tips to make the entire process smoother. Annuities usually offer liquidity on a regular basis without any penalty. Learn how to use annuity withdrawals to your advantage. How to get retirement income from your Annuity An annuity can be part of your retirement plan and is an insurance policy that provides income. Investors who desire a regular income stream for retirement are attracted to annuities. A lifetime income stream can be created by an income annuity. It will convert...

What Happens if I Cancel My Retirement Annuity | Retirement with Chris Miles // Would you like to cancel your retirement annuity and wondering what would happen? Watch this video to find out what happens if you decide to cancel your retirement annuity. Next, watch How to Achieve Financial Independence and Retire Early Want to talk to us about your cash flow situation? Set up a meeting with us today - Chris Miles, the "Cash Flow Expert and Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He’s an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. Website: Podcast: Twitter: Facebook: Linkedin: Instagram: #earlyretirement #retirement #retirementplanning #chrismiles #moneyripples ... ( read more ) LEARN MORE ABO...

Almost 10,000 baby boomers retire every day, and you might be one of them! If you haven't planned for it yet, or are still looking through options, you might get confused with all the options out there. In today's episode, I'm going to talk about retirement income planning using annuities, so stay tuned! Watch and Enjoy! Stan The Annuity Man Request Free Owner’s Manual Here ======================== Key Moments in this Episode ======================== 00:24 The call I get every week 02:35 Guaranteed income 03:25 4% Rule 06:22 Income Now / Income Later 09:07 Income Riders What To Watch Next: ======================== Are Annuities Safe For Retirement? Other Resources ======================== Visit Stan The Annuity Man’s website Learn more about Stan The Annuity Man Get your annuity quote here ======================== Video by Nate Woodbury BeTheHeroStudios.com #StanTheAnnuityMan #Annuity #TheAnnuityMan... ( read more ) LEARN MORE ABOUT: Retir...

You can go my site TheAnnuityMan.com and run quotes 24/7, 365. Book a call with me and I will run customized quotes for you! Watch and Enjoy, Stan The Annuity Man Free Annuity Owner’s Manuals Free Annuity Calculators and Live Rate Feeds Book a Free 30-minute Call with Stan The Annuity Man Key Moments in this Episode ======================== 1:30 What does an annuity pay? 3:50 Inflation 8:40 Run Quotes with Future Income Start Dates 9:26 Summary Other Resources ALL THINGS ANNUITIES LISTEN/WATCH FUN WITH ANNUITIES PODCAST JOIN THE ANNUITY LOVERS FACEBOOK GROUP CONNECT WITH STAN  Call Stan The Annuity Man: 800-509-6473 Website: Email: Stan@TheAnnuityMan.com  Facebook: Twitter: TikTok: Instagram: #StanTheAnnuityMan #Annuity #TheAnnuityMan... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Annuity...

WHAT ARE #PENSIONANNUITIES? #Pensionannuities are a type of financial product that provides a regular income for individuals in retirement. They are typically purchased with a lump sum of money, such as the proceeds from a pension plan or other retirement savings account. An #annuity is a contract between an individual and an insurance company, in which the individual agrees to give the insurance company a lump sum of money in exchange for a guaranteed income stream for a specified period of time, often for the remainder of the individual's life. The amount of the income payments depends on several factors, including the individual's age, gender, health status, and the prevailing interest rates at the time the annuity is purchased. Pension annuities can provide a valuable source of income in retirement, particularly for those who are concerned about outliving their savings or who want the security of a guaranteed income stream. However, they also have some potential d...

Are you looking for the best type of annuity for retirement? Don't worry, the annuity man got you covered, but I am not going to sell you annuities. In this episode, I will share an easy to understand acronym that will help you answer what is the best type of annuity for your retirement goal. Stay tuned! Watch and Enjoy! Stan The Annuity Man Request Free Owner’s Manual Here ======================== Key Moments in this Episode ======================== 00:35 PILL 01:54 Don't buy annuities for this goal 03:11 Principal protection 03:37 Income for life 04:16 Legacy 04:56 Long-term care 05:52 Story time What To Watch Next: ======================== Annuities As Part Of Retirement Portfolio Other Resources ======================== Visit Stan The Annuity Man’s website Learn more about Stan The Annuity Man Get your annuity quote here ======================== Video by Nate Woodbury BeTheHeroStudios.com #StanTheAnnuityMan #Annuity #TheAnnuityMan... ( read more ) ...

🔴 SUBSCRIBE for more FREE tips: 🤝BECOME OUR CLIENT: Click here to qualify to become a client: Then, I will send you a link to.... 1. Watch our free (60min) Masterclass to ensure Annuities are something you want to commit to. 2. Once you watch the video you will be prompted to apply to become our client. 📲CONNECT WITH US ON SOCIAL MEDIA: www.linkedin.com/in/ccannon DISCLAIMER Charles Cannon makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Charlie Munger, the Vice Chairman of Berkshire Hathaway...

🔴 SUBSCRIBE for more FREE tips: 🤝BECOME OUR CLIENT: Click here to qualify to become a client: Then, I will send you a link to.... 1. Watch our free (60min) Masterclass to ensure Annuities are something you want to commit to. 2. Once you watch the video you will be prompted to apply to become our client. 📲CONNECT WITH US ON SOCIAL MEDIA: www.linkedin.com/in/ccannon DISCLAIMER Charles Cannon makes content available as a service to its customers and other visitors, to be used for informational purposes only. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing Bond funds have long been considered a safe investment ...

In this video, I will share 6 crucial aspects your retirement plan needs to consider PRIOR to buying an annuity in order to make sure the annuity is used properly and so you buy the right kind of annuity for your needs. There are many different kinds of annuities, YET what most planners and people fail to understand is the strategy (or the overall retirement plan ) plays the major role in dictating the type of annuity. Before you ever purchase an annuity, the total plan and strategy needs to be clear so the goals and objectives are solved by both the strategy and the type of annuity RATHER than just trying to find the highest rate or perceivable best riders. Get my webinar replay that teaches my "Retirement Income Accelerator System" and find out more about some of the strategies I mention on this video - Schedule a call: The overall financial strategy can often times better maximize the annuity's benefits rather than just the "bells and whistles...

If you're wondering whether you can put an annuity inside a Roth IRA, I'll tell you the short answer right now - yes. But there's more to it than that. In today's episode, I'll dig deep into how Roth IRAs work and my opinion on how they work best. Let's talk about what you should consider and focus on when you're making your decision. Watch and Enjoy! Stan The Annuity Man Request Free Owner’s Manual Here ======================== Key Moments in this Episode ======================== 00:38 What's a Roth IRA? 01:07 Types of Roth IRA 02:44 Two questions 03:33 My opinion 04:44 Traditional IRA vs Roth situation 05:24 What we did 06:51 Roth for growth What To Watch Next: ======================== How Much Money Do You Need For An Annuity? Other Resources ======================== Visit Stan The Annuity Man’s website Learn more about Stan The Annuity Man Get your annuity quote here ======================== Video by Nate Woodbury BeTheHeroStu...

How confused are you when I keep throwing out all of these terms or acronyms for a retirement annuity? See, I just did it again. Well, here it is, a crash course on fixed annuities and a thesaurus for annuity terminology for the annuity types. You can check out this video at any point in time and look at what the retirement annuity term or acronym means. Further down in the description, I will link several videos which will give you more the ‘dictionary’ explanation for the annuity types. Table of Contents: 00:00 - Introduction 01:01 - Retirement Annuity 01:58 - Guaranteed Income Annuity 02:13 - Longevity Annuity 02:30 - Tax Deferred Annuity 02:59 - Immediate Annuities 03:36 - Deferred Annuity 04:32 - Deferred Income Annuity 05:04 - Qualified Longevity Annuity Contract 05:59 - Multi Year Guaranteed Annuity 06:33 - Fixed Index Annuity Watch the video till the end to learn why a fixed index annuity is classified as a fixed annuity! Please Subscribe and ...

In this episode, The Annuity Man discusses: The best thing to do if you have inherited an annuity. Understanding the type of policy that you are inheriting. Spousal and non-spousal choices of an inherited annuity. Understanding the goals and the contractual guarantees of the annuity you have and what you want it to do. Key Takeaways: You have to hire someone who is qualified to give tax advice (like a CPA or tax lawyer) for tax advice. Do not take advice from anyone else because it is an ever-changing landscape and can vary from state to state. As a spouse, you can do what you want, you just have to inform the annuity company within 1 year from the date of death. As a non-spouse, there are multiple options and it depends on the type of annuity that you are inheriting and what you want the money to do. When transferring annuities, some of the benefits may not transfer. Do not transfer for an upfront bonus. "Never, ever, ever move an annuity for an upfront bo...

Choosing the right annuity for safe growth in retirement is certainly important. In this annuities 101 video you’ll learn what is the best annuity for retirement and safe growth. It’s important to have annuities explained for the wise money tools they are as you move through your money evolution. However, it’s not just about annuities basics and an annuity investment. When it comes down to how to invest in annuities (an income annuity in particular) it’s also about learning about the most appropriate annuity for you as you move through your retirement. After this video, check out the video I create titled “What Is an Annuity And How Do I Get More Money During Retirement” to learn about how this type of “safe growth” annuity can do just that: 🔴🔴SUBSCRIBE for more FREE tips: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ 🤝🤝BECOME OUR CLIENT: It only takes 2 steps ➡ 1. Watch our free (60min) Masterclass, by clicking on the link directly above, t...

In this episode, The Annuity Man discusses: What a 401K is and how it affects your retirement. Market growth versus contractual guarantees. Shopping annuities like you shop for plane tickets. Understanding proportion and allocation. Key Takeaways: What do you want the money to contractually do? When do you want those contractual guarantees to start? If you want market growth, don’t buy an annuity. The best annuity is the one that provides the best contractual guarantee for your specific needs. Nobody knows what is going to happen with inflation. If hyperinflation hits, at that time you solve for what you need then. "You have to be specific about what you want the money to contractually do." — Stan The Annuity Man Visit our website - Use the Calculators - Get The Annuity Man's Books - Schedule a time to talk to Stan - ... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO IN...

How to Set up an Annuity for Retirement | Retirement with Chris Miles // Are you getting ready to set up your annuity for retirement but not sure how to set it up? Watch this video to learn how to set up your annuity for retirement. Next, watch How to Achieve Financial Independence and Retire Early Want to talk to us about your cash flow situation? Set up a meeting with us today - Chris Miles, the "Cash Flow Expert and Anti-Financial Advisor," is a leading authority on how to quickly free up and create cash flow for thousands of his clients, entrepreneurs, and others internationally! He’s an author, speaker, and radio host that has been featured in US News, CNN Money, Bankrate, Entrepreneur on Fire, and spoken to thousands getting them fast financial results. Website: Podcast: Twitter: Facebook: Linkedin: Instagram: #earlyretirement #retirement #retirementplanning #chrismiles #moneyripples ... ( read more ) LEARN MORE ABOUT: Retirement Annu...