A guy at my firm thinks this guy is a a genius. Has anyone ever heard of him?
I hear he is the counterbalance to Suzie Orman.
Ed Slott makes a positive note about index annuities in his new book. He tells an outlandish story so preposterous in nature that it must be a myth: his own mother's retirement income actually increased because she was in an index annuity.
So you anti-index annuity guys might want to skip that page.
Genius? no. Good information? yes. All the hard core information come directly from IRS publications. The nice folksy stories just help you remember the ideas. He's worth the read.