Suze Orman Gets It Wrong on Annuities and Taxes
September 16, 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.
Originally Posted at Think Advisor on Sept 15, 2025 by Michael Finke.
Categories: Industry Articles
