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Jill on Money with Jill Schlesinger

Coronavirus: How to Invest in Bonds

Jill on Money with Jill Schlesinger

Audacy

Self-improvement, Business, Investing, Education

4.61.8K Ratings

🗓️ 12 August 2020

⏱️ 9 minutes

🧾️ Download transcript

Summary

So you've finally realized that you need to start mixing some bonds into your portfolio, now the question is how to do it? Have a money question? Email me here. Please leave us a rating or review in Apple Podcasts. "Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Jill on Money Coronavirus Market Update. It is Wednesday, August 12th,

0:09.7

and we are here to hold your hand and answer some financial questions.

0:15.0

If there's anything that's driving you crazy or maybe not even driving you crazy,

0:20.0

but it's kicking around in your brain, why don't you send us an email. It's Ask Jill at Jill on money.com.

0:26.2

Ask Jill at Jill on money.com. That's our email address. And of course you can always, always send us a note from our website which is

0:36.3

conveniently called Jill on Money.com. We've got a contact button. It's in the upper right

0:41.4

hand corner and we'll be happy to answer that.

0:45.0

George followed up to a question about an annuity.

0:47.9

He wanted to clarify that he was referring to a variable annuity with guaranteed

0:52.1

lifetime withdrawal benefit, not an immediate annuity.

0:56.0

And he wants to know if my advice would still be the same, look, guys, I generally want to avoid

1:00.2

annuities, almost at all costs. Unless there's a real reason,

1:04.1

and unless insurance company has mispriced

1:07.4

their annuity contract for some reason,

1:09.4

but generally speaking, for most people,

1:11.6

I think they are to be avoided because they're expensive

1:14.4

and you can't get to all of your money at once that's for sure and usually you have some

1:18.9

sort of surrender period so I know the idea of having consistent income always makes people very happy, but there's a price to be paid for that.

1:27.0

So that's just my two cents.

1:29.0

Ron asks, when money is inherited, is there a reporting document for the IRS no but if the

1:36.6

estate has to file a return then the estate I don't know if you're managing the

1:41.4

estate that should be dealt with the executor

...

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