RAs Are NOT For Everyone

Listen to Episode

Does a retirement annuity’s tax saving automatically make it the best investment? Carla compares RAs with investing directly in global equity ETFs, exploring tax, investment restrictions, fees and how your time to retirement changes the picture. Using Laura and Nora’s investment scenarios, she explains the trade-offs, flags expensive life insurance RAs, and shares questions to ask before committing. Here's my free RA guide: · Sign up for my Masterclass at the end of October: