Mastering Money   How Next Generation Annuities Work, Made Simple

by | Oct 15, 2021 | Podcast

Special Podcast:  How Next Generation Annuities Work, Made Simple
The annuities of old are a thing of the past. Learn why more retiring engineers, teachers, medical professionals, tech workers, and business owners are choosing a special form of retirement annuity to anchor their 401(k) rollovers. The Next Generation of principal secure, high income annuities are here and can help investors offset the risks they take in the market, with income they can never outlive, and the potential for solid growth over time. A key point: both spouses can be covered for life with the same income from one annuity. This benefit–taking care of the surviving spouse–is a KEY planning advantage in this uncertain financial world.

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Gary Kaltbaum
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About IQ Wealth®

At IQ Wealth, we believe smarter planning is the key to a more trouble-free retirement. Our unique process, Smarter Bucketing™ helps our clients simplify and clarify their finances. Bucket planning is a common-sense system of allocating money according to its purpose. When each dollar in your portfolio has a job to do—and a timeline for getting it done—your financial plan is more clear and realistic.

Today’s crazy markets are leaving many folks wondering where and how to allocate their money. Rather than placing faith in the whims of the market, the IQ Wealth approach is clearly defined and systematic. Our fee-only approach to equity management means that when YOU do better, we do better. Your best interests always come first at IQ Wealth–no exceptions, no excuses. Learn how our systematic approach to high quality dividend growth and technology stocks alongside guaranteed fixed income solutions may contribute to your future success. It's opportunity time. Let’s get to work!

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