Thank you for requesting my Annuity Report.
Whether you currently own an annuity or are looking to purchase one, this guide will help you better understand how these products work and what you may be paying in explicit and implicit fees.
Make no mistake, these products can be simple or very confusing. This guide will help. In this guide I cover:
features of various kinds of annuities: fixed, variable, index, etc
Review the (hidden) costs built into annuity products
How to move your annuity money tax free
When to consider certain types of annuities for your plan
And more!
So request my annuity guide. By the way, if you own an annuity in a foreign country (Switzerland for example), my video to the right will help you understand how to get it back to the US possibly with no tax consequences.
I hope that video is helpful to you and I hope you will find my guide helpful too!
Thank again,
Chris Grande, MSIM, CFP®
Principal
Walnut Hill Advisors | PlanwithChris.com