What Should You Know About Annuities?

June 24, 2024 Mark Riepe
A basic overview of annuities and how they can fit into an investor's retirement plan—with Rob Williams, a managing director and Retirement Income Certified Professional at Schwab.
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After you listen

  • Learn more about how annuities work and their potential costs and benefits.
  • Read more from Rob Williams on financial planning, retirement income, and wealth management.
  • Learn more about how annuities work and their potential costs and benefits.
  • Read more from Rob Williams on financial planning, retirement income, and wealth management.
Learn more about how annuities work and their potential costs and benefits.
  • Read more from Rob Williams on financial planning, retirement income, and wealth management.
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    • Learn more about how annuities work and their potential costs and benefits.
    • Read more from Rob Williams on financial planning, retirement income, and wealth management.
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    • Learn more about how annuities work and their potential costs and benefits.
    • Read more from Rob Williams on financial planning, retirement income, and wealth management.

    Annuities are an interesting instrument in financial services. They're both simple and complicated, and that combination often means they're frequently misunderstood.

    To kick off Season 17 of Financial Decoder, Mark is joined again by guest Rob Williams, who heads the Financial Planning, Retirement Income, and Wealth Management team at the Schwab Center for Financial Research.

    In their discussion, they break down the basic functions of annuities, some problems they attempt to solve, and the role they might play in an investor's retirement-planning strategy. 

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    Financial Decoder is an original podcast from Charles Schwab. 

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    The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. 

    All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. 

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