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Is a Fixed Annuity a Better Alternative to Bonds?
Manage episode 399488090 series 3428540
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Today’s topic is a follow-up to a similar discussion we had on this podcast in late 2022. Back then, interest rates had risen as bond values (and stock values) took a nosedive. The question at the time was: where should you go for your “non-volatile” asset class, if bonds don’t seem as attractive?
Now that interest rates have somewhat stabilized, but remain higher than they were for the previous 12-plus years, the same question needs to be asked, but with a twist: Are higher-interest bonds more attractive than what you might get from a CD-like fixed annuity?
As with most everything, the answer depends on a few factors – important points that you need to take into consideration. Find out what you need to know from podcast host Johnny Dean and “Professor” Rick Plum, CFP® on today’s episode of Managing Your Financial Future!
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