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    • Suze Orman Gets It Wrong on Annuities and Taxes

    September 23, 2025 by Michael Finke

    In a recent podcast episode, personal finance personality Suze Orman answered a question from Michelle, a 50-year-old with $2.3 million in her portfolio. Might it make sense to buy an annuity with some of her $700,000 in taxable brokerage assets “for tax purposes and income”?

    “No, no, no!” Orman replied. “Because it never makes sense for tax purposes.

    Read at ThinkAdvisor

    Wink’s Moore on the Market: Yeah!

    What Michael Finke said! -sjm

    Originally Posted at Think Advisor on Sept 15, 2025 by Michael Finke.

    Categories: Industry Articles
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