The Split Annuity Strategy

On this episode of the Jupiter Joe Money Show, Joe breaks down the Split Annuity Strategy—a retirement planning approach designed around both income AND growth. We’ll discuss: • The importance of having a strategy for both income and growth • Creating retirement income you can depend on • Separating income needs from growth goals • Protecting your principal while earning interest • How annuity bonuses may help your money grow • How RMDs fit into your retirement income strategy • Working with 401(k)s, pensions and other retirement income • Why annuities can be confusing—and why different products do different things • Understanding liquidity and withdrawal features • Why the right annuity depends on your specific needs