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In this episode, we ask:

• Which would you prefer?
• Do you like golf?
• What financial products can you blend or couple together for amazing outcomes?
• Where is your “hole in one”?
• What is a Single Premium Immediate Annuity?
• What is a strategy for leveraging lump sums?
• Have you heard Episode 80?
• Can you rollover money from a 401(k) into an IRA?
• Can you house a SPIA in an IRA?
• What’s a tax deferred rollover?
• What are some great sources for income?
• Do you want guaranteed income with lifetime payout options?
• What maintenance is required with a SPIA?
• Will you outlive your assets in retirement?
• Would you like to hear an example?
• What is single life income?
• How often can you receive income?
• What is the refund option?
• What happens if you die?
• What is joint and survivor income?
• Do you have a big fat tax problem on a 401(k) or an IRA?
• How do the choices of frequency affect the income?
• What makes the income higher?
• What about installment income?
• What are the early withdrawal penalties on qualified plans?
• What happens if the stock market dives?
• What about a rollover?
• What are the tax benefits of a rollover?
• What would be a good timeline for systematically rolling over?
• How can you get off the money rollercoaster?
• Who is your caddie?