Apr 10, 2020

Because fewer people are retiring with pensions, the demand for annuities is growing, and is likely to KEEP growing.  Kiplinger reports that more retirees are choosing to include ANNUITIES as all or part of their rollover to an IRA from their 401k, 403b, or other retirement plan to fill the gap from the missing pension. There are four different types of annuities, and all four kinds are allowed by the IRS to fund an IRA.  Today,  many investors in or near retirement find themselves running for the PERCEIVED safety of non-guaranteed bond funds paying as little as one percent--that cannot support income in retirement. Worse yet this so-called "safe" asset is virtually guaranteed to LOSE value if  and when interest rates rise. Investors are taking the risk that both stocks and bonds could fall. Today, we'll review three strategies  to double your income,  eliminate bond risk, and guard against stock market declines. Then, health insurance and Medicare expert Shelley Grandidge joins us for the Q & A.  A fact filled show you don't want to miss, MASTERING MONEY is on the air!!!