Annuity Owner Mistakes: Tips That Could Save You Thousands

Discover the truth about annuities and how to avoid the costly mistakes most retirees make.
This Smart Retire guide breaks down, in plain English, how annuities really work, what fees and taxes to watch for, and when a 1035 exchange might make sense.

You’ll learn:
✅ The most common annuity owner mistakes (and how to avoid them)
✅ How taxes impact annuity income and how to keep more of what you earn
✅ When it’s smart to exchange an annuity and when it’s not
✅ Ways to protect your income, reduce taxes, and preserve long-term care options

This is an easy-to-read, no-fluff guide that simplifies complex topics and helps you make smarter decisions with your retirement income.

📘 Format: Digital PDF download
💡 Created by: Smart Retire | Retirement Income Specialists