Rose Retirement - Your Family, Your Finances Weekly Podcast

Is an 401k Annuity for You?

February 04, 2023 John Merkel
Rose Retirement - Your Family, Your Finances Weekly Podcast
Is an 401k Annuity for You?
Show Notes

BlackRock has started to offer something in certain 401(k)s that’s rather new.  The Wall Street Journal reports that five employers have signed up with the investment giant to offer annuities in their plans.  In theory, that would allow workers to receive retirement payments for the rest of their lives.  Could this savings approach turn into a trend?  How do you know if the annuity they’re offering is right for you?  

Hear how John coaches his clients in making crucial decisions in building their income plan and how he can help YOU design your customized plan today.