The Holistic Retirement Podcast

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10 Questions To Ask Before Buying An Annuity

This episode offers 10 great questions to work through before getting into an annuity. Richard breaks it down for us to help us better prepare should an annuity be on our radar.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

Don’t Pass Off A Ticking Tax Time Bomb

The SECURE Act eliminated the Stretch IRA, so now we have to be a little more thoughtful on how to pass along an IRA to our heirs without a big tax consequence. Richard will talk us through a few strategies we should consider and why implementing a tax-efficient strategy is so crucial when passing along assets.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996

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