In this conversation, Alan Kieffer, the Managing Director of Top Gun Financial Planning, discusses various aspects of investing and planning for retirement. He highlights common misunderstandings about retirement investing and emphasizes the importance of saving and having a plan. Kieffer also explains the difference between financial advisors and retirement coaches and the benefits of working with a retirement coach. He provides insights on maximizing tax breaks, managing debt, and planning for healthcare costs in retirement. Additionally, he offers advice on making smart Social Security decisions and emphasizes the importance of planning for a successful retirement. In this episode, Alan Kiefer discusses the benefits and misconceptions surrounding annuities. He explains how annuities have evolved over time and highlights their unique features, such as guaranteed income, asset protection, and tax advantages. K The episode concludes with a Q&A segment addressing listeners' questions about RMDs and IRA rollovers.

Call 800-779-3319 to get in touch with Alan Kifer & the team at (the 100% veteran owned and operated) Top Gun Financial Planning for more information or visit AlanKifer.com.

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