Episode description
Transferring Your Retirement Annuity From Insurance Company to Index or Unit Trust Provider | Bond Refinancing, Where to Invest the Financial Difference and What to Consider (Q&A With Warren Ingram)
Episode description
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
Have any questions? Don’t forget to send questions through to our WhatsApp on (+27) 72 934 4218. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod
Have a question for Warren? Don't forget to voice note your questions through our WhatsApp chat on (+27)79 807 8162 and you could be featured in one of our episodes. Follow us on Twitter, LinkedIn and subscribe to our YouTube channel for more Financial Freedom content: @HonestMoneyPod