Today’s episode is beneficial to most listeners looking at transferring your retirement annuity from an insurance company to an index or unit trust provider. Warren Ingram also answers questions around bond refinancing, where to invest the financial difference and what to consider when doing it.
Questions/ Topics:
- Should I move my retirement annuity over to an investment company and is it worth paying the fees/ tax involved?
- Understanding bond refinancing, where to invest the financial difference and what to consider when doing it
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