• Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions

  • Dec 10 2024
  • Length: 26 mins
  • Podcast

Accessible Finance Episode 62: Annuities, Roth IRAs, HELOCs, Capital Gains and More...Listener Questions

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  • Summary

  • This week we answer listener questions about whether to deplete an annuity and how to allocate the funds amongst current debt and retirement goals, whether to invest in an annuity using money from a 401k, general discussions of tax efficiency, and more.


    If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!
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