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The key to a proactive retirement plan
Manage episode 412809992 series 3561765
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In this episode Steve discusses the importance of proactive retirement planning, especially in a politically charged environment. He addresses common concerns about the future of the economy and taxes, and explain why a "wait and see" approach can be risky.
Here are some of the key takeaways you'll learn in this episode:
- The benefits of reviewing your current financial situation, including interest rates on bank accounts and fees in your 401(k).
- How annuities can provide guaranteed income for life, even if the market performs poorly.
- The impact of the expiring Trump tax cuts on retirement income and strategies to potentially lessen the impact.
- The importance of getting a second opinion on your retirement plan from a qualified professional.
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