EP. 9 - Annuities: Navigating the Good and Bad in Retirement Planning | Protection USA

Welcome to "Retire Strong," brought to you by Protection USA! I'm Rich Strehl, and today we're delving into the game-changing world of annuities.

Retirement is like a puzzle, and annuities are a key piece. We'll explore Fixed Index Annuities, break down their benefits, and debunk myths. Did you know 57% of Americans aged 65 and older own annuities?

Discover two compelling options, offering guaranteed growth, principal protection, and flexibility. Learn how to fund these annuities – whether from your 401(k), Roth IRA, or a straightforward bank transfer.

We'll address the age-old question: How much of your portfolio should be in an annuity? It's personal, but the 40-60% sweet spot provides protection, income, and financial freedom.

In conclusion, annuities can be invaluable in retirement planning. Tune in for insights, debunking myths, and making informed decisions. Thanks for joining Protection USA – until next time, may God bless your retirement journey!

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✅ About Protection USA. Welcome to Retire Strong, presented by Protection USA, where strategic retirement planning meets professional expertise. I'm Rich Strehl, a U.S. Army Veteran and financial expert dedicated to helping you achieve a resilient retirement.

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Disclaimer: Rich Strehl was a licensed financial planner from 2007 - 2014. By design, he no longer carries this license. He is a licensed insurance agent with many strategies, insights, and ideas. Our videos are for entertainment purposes only. The information presented should not be construed as financial, tax, or legal advice. Always do your due diligence.