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The T.I.M.E Blueprint: Navigating Taxes, Income, Money & Estate Planning with Oliver Asset Management
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Answering Your Questions: Cash Out Or Keep An Annuity
Manage episode 454667622 series 3512330
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This week, we have a listener question to answer from a viewer named Jan. She says, “I have an annuity that I’ve had for several years. Prior to this year, I would have been assessed a penalty for taking my money out, but now I’ve had it long enough that I can withdraw my money without penalty. Should I take it all out?”
Listen in as Frank shares his insights on this question from an advisor’s perspective. He’ll cover some tax implications that she should be thinking about and the importance of aligning financial products with your overall plan.
Here’s what we discuss in this episode:
0:00 – Intro
0:50 – Taxes and other considerations
3:13 – The broader financial plan
It’s T.I.M.E for a plan! Schedule a free session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Learn more about the T.I.M.E process: https://www.oliverassetmanagement.com/time
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