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That annuity you bought years ago? A lot has changed since then. With today’s higher rates and new features—like inflation protection, bonus credits, and partial liquidity—new contracts may look tempting. But should you really swap out the old for the new? In this episode, we break down how to review your existing annuity, the pitfalls to avoid, and when a 1035 exchange could be the smartest tax-free move of the year. Visit Limehouse Financial to learn more. Call 800-940-6979

<p>That annuity you bought years ago? A lot has changed since then. With today&rsquo;s higher rates and new features&mdash;like inflation protection, bonus credits, and partial liquidity&mdash;new contracts may look tempting. But should you really swap out the old for the new? In this episode, we break down how to review your existing annuity, the pitfalls to avoid, and when a 1035 exchange could be the smartest tax-free move of the year. Visit <a href="https://limehousefinancial.com/">Limehouse Financial</a> to learn more. Call 800-940-6979</p>

Tripp Limehouse takes us on the road to retirement. He can help you achieve the retirement you've always envisioned. His style is fast paced and fun.

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