Kristina discusses the current landscape of annuities in light of rising interest rates, the implications of required minimum distributions (RMDs), and the importance of comprehensive retirement planning. She emphasizes the need for individuals to review their financial strategies, particularly regarding annuities, taxes, and long-term care, to ensure a secure retirement. The discussion also highlights the significance of understanding the impact of the Secure Act on retirement accounts and the benefits of Roth conversions and health savings accounts (HSAs).
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services
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