Fixed Annuities: 7 Facts Before You Lock In Your Money

Podcast: 1715 Treasure Coast Financial Wellness with Thomas Davies · Davies Wealth Management

Opublikowano: 2026-09-29

Send us Fan Mail Are fixed annuities actually worth your attention — or just a product salespeople push to earn a commission? In this episode, we break down 7 essential facts every serious investor should know before locking money into a fixed annuity. After years of near-zero interest rates, crediting rates on multi-year guaranteed annuities have climbed significantly, and high-net-worth investors are taking notice. But there's a lot to understand before you commit. We cover how these products fit into a broader retirement income strategy, the tax treatment you need to know, and what a fee-based, fiduciary perspective reveals about wh...