Annuities are making a comeback and today’s retirees are taking a second look at a once-controversial strategy. In this episode, Sean Mason explains how rising interest rates, shifting retirement priorities, and evolving product designs are changing the role annuities can play in a modern income plan. He breaks down why guaranteed income is top of mind for many investors, how different types of annuities behave, and where they might fit into a broader strategy. From replacing a missing pension to supporting Roth conversions, this conversation highlights the growing importance of income-focused planning in today’s economic climate.

Schedule your complimentary retirement plan discussion with the Mason Street Wealth Management team at 559-892-0002 or go to MasonStreetWealthManagement.com.

Tune into Sean on News Talk 580 and 105.9 KMJ Saturday at 3pm.

Sean is also teaching a Retirement Planning Class at CSU Fresno that is open to the public. Go to the events page to learn more and call the office, if you want to attend. https://masonstreetwealthmanagement.com/events/seminars/

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