Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523 cover art

Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523

Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523

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Jim and Chris answer questions on defined maturity bond ETFs, Social Security account linking and spousal offsets, 401k annuities vs IRA Annuities, and annuitization definitions.(14:30) Jacob joins the guys to explain how estimated net acquisition yield works for defined maturity bond ETFs, including how to interpret it and evaluate risk when holding through maturity.(38:30) A […]

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