Jorge Soriano: reviewing annuities
08/08/22 • 36 min
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.
Show Notes
- Immediate Annuities
- Stan The Annuity Man®
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.
Show Notes
- Immediate Annuities
- Stan The Annuity Man®
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Previous Episode
David Blanchett: retirement planning
Show Notes
- David Blanchett
- Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Next Episode
Ted Randall: taxes on mutual funds
Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.
Show Notes
- Ted Randall
- When Bad Taxes Happen to Good Funds
- Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs
- Bogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Bogleheads® Live - Jorge Soriano: reviewing annuities
Transcript
[00:00:00] Jon: Bogleheads® Live is our ongoing Twitter Space series where the do-it-yourself investor community asks their questions to financial experts live on Twitter. You can ask your questions by joining us for the next Twitter Space.
[00:00:13] Get the dates and times for the next Bogleheads® Live by following the John C. Bogle Center for Financial Literacy on Twitter. That's @bogleheads. For those tha
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