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Annuities
78 videos • 1,864 views • by Heritage Wealth Planning
1
Should You Roll TSP Into An Index Annuity? (Part 1, 2018)
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2
Roll Your TSP Into Index Annuity (Part 2 - 2018)
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3
Why Annuities Should NEVER Be Held In A Non-IRA Account (2018)
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4
Why I LOVE Dividends and Can't Stand Index Annuities (2018)
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5
Financial Planning Vs. Investment Management; There IS a Difference!
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6
Investing for Beginners - 3 Types of Annuities
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7
How To Use Income Annuities In Your Retirement Plan - Part 2
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8
Variable Annuities: Are the Benefits Worth the 4.2% Fee? (Case Study 2018)
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9
Should I Buy an Income Annuity?
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10
Immediate Annuity vs. 30 Year Treasury Bond - Which is Better
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11
Should You Keep an Unwanted Annuity?
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12
Index Annuities Vs. S&P 500 Vs. 20 Year Treasury Bond
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13
S&P 500 vs. 20 Year Treasury Bond vs. Index Annuities in a Down Market
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14
Variable Annuities: Fees On Top Of Fees On Top of Fees (Part 1)
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15
Variable Annuity Investment Fees & Performance
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16
1.41% Annual Return in Your Variable Annuity: Over 14 YEARS!
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17
Why You Should Take Pension Income Instead of Income Annuity
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18
Closer Look at Fixed Indexed Annuities - Part 1
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19
Fixed Indexed Annuities - Downsides
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20
As Fixed Index Annuities Gain Popularity: Know These Things
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21
Types of "Good" Annuities
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22
Fidelity's Guaranteed Income Annuity Calculator
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23
Are Annuities The Best Strategy To Fund Retirement?
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24
Should I Convert to a Roth and Then Do An Immediate Annuity?
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25
Should Joyce Put 2/3 of Her IRA In a USAA Immediate Annuity?
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26
When to Harvest Potatoes
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27
Should You Take An Income Annuity To Defer Social Security?
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28
Immediate Annuity to Pay Off Mortgage?
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29
How An Income Annuity Saved Retirement (Case Study 2019)
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30
No Income Annuity For Retirement Needed After All!
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31
Benefits of Income Annuity in Retirement
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32
Benefits of Income Annuity in Retirement
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33
What Happens When Charlotte Invests Half Her IRA into an Income Annuity?
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34
Should Robin Take the Pension?
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35
Should Bob Do An Income Annuity(SPIA)
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36
Should Bob Do An Income Annuity(SPIA)
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37
Should Bob Do An Income Annuity (SPIA) - Whiteboard Episode
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38
Should Bob Do An Income Annuity (SPIA) - Whiteboard Episode
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39
What is an Income Annuity (& Variable Annuity too!)
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40
What is an Income Annuity (& Variable Annuity too!)
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41
How Variable Annuities Work (Whiteboard Edition)
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42
How Variable Annuities Work (Whiteboard Edition)
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43
Deferred Income Annuity Now or SPIA later?
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44
Deferred Income Annuity Now or SPIA later?
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45
Index Annuities- Real World Example Over 20 Years
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46
Index Annuity Reversing Returns of Last 20 Years
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47
Index Annuity (Real World Example - 2020)
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48
Index Annuity Income Benefit (Real World Scenario)
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49
Why I'm NOT a Fan of Immediate Annuities in THIS Market
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50
Income Annuities: Just Say NO! (Not Now, at least)
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51
Wellesley Income Fund or An Annuity?
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52
Pensions & Annuities Q&A
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53
Level Income Annuity: My Thoughts
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54
Do THIS Instead of An Income Annuity
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55
Beware This Annuity Sales Pitch
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56
Quiz Time: Should Jane Take the Pension or Lump Sum?
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57
Don't You Dare Get Rid Of Your Annuity Without Knowing This
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58
It's Time To Turn 401ks into Annuities?
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59
ReThinking Fixed Index Annuities for Retirement
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60
Annuitizing a Vanguard Variable Annuity
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61
Annuity That’s Not An Annuity?
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62
Close to Retirement? Why I'd Consider a Variable Annuity
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63
Should Sunny Get a Long Term Care Insurance Annuity
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64
Is NOW The Right Time For Income Annuities?
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65
How Much Would You Pay For An Extra $100 in Social Security?
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66
I Like Fixed Annuities - (But Look Out For THIS)
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67
Get a 25% BONUS On Your Retirement Account?
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68
Should I Annuitize My IRA To Protect From A Market Decline?
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69
Income Annuities: Bad News if You're Younger Than 59 5
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70
How Volatility HELPS Fixed Index Annuity Performance
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71
Diane Is Worried About the Market - Do an Annuity?
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72
Don't You DARE Roll Your Pension Into an Annuity
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73
Clark Howard is WRONG!
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74
Index Annuities To Protect Against a Japan Scenario?
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75
She's 10 Years From Retirement - Fixed Index Annuity?
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76
Worried About The Markets? Higher Interest Rates Make This Look More Attractive
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77
Income Annuities Are Looking Very Attractive Right Now
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78
Income Annuities Look Better Now Than Any Time in My Career
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