On this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the evolving landscape of annuities, the importance of financial planning, and strategies for ensuring a secure retirement. They explore topics such as refinancing old annuities, managing required minimum distributions (RMDs), and the benefits of Roth conversions. The conversation emphasizes the need for a comprehensive financial review to address tax implications and inflation protection, as well as considerations for heirs with special needs. Overall, the episode provides valuable insights for listeners looking to navigate their retirement planning effectively.
Call Trey Turner at 800-582-3639 to book your no cost visit! Or click: Financial Edge Radio.
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