Couverture de Annuities: The Cost of Guaranteed Income

Annuities: The Cost of Guaranteed Income

Annuities: The Cost of Guaranteed Income

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 The annuity was designed to provide a stream of lifetime income in exchange for a lump sum payment, and they have since evolved to provide varying levels of safety and growth, but these features come at a steep cost, and it’s important to understand their limitations if you wish to reap their benefits. Donna and Nathan discuss mechanics, tax treatment, and complex rules governing annuities that can lead to confusion and costly mistakes. Also, on our MoneyTalk Moment in Financial History, Nathan covers the critical role of tariffs and taxes throughout US history. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais CFP®, CIMA®, CPWA®; Air Date: 1/21/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air!

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