Texas Sized Retirement … Simplified

How the magic age of 59.5 interfaces with annuities


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With David Hodson away, Glen Hancock of Advanced Financial Strategies talks about age 59.5 and what the tax penalties are for withdrawing from certain annuities before then. Glen also explains a special rule that allows for penalty-free withdrawals and a Ben Franklin quote about financial returns. And Glen praises the University of Texas women’s softball team and Texas barbeque.

 

Call 800-876-3817, email [email protected] , or go to AFSretirement.com to schedule a complimentary call with David and Glen of Advanced Financial Strategies. They help make retirement income planning become simplified and chart out the best strategies tailored to each person.

 

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Texas Sized Retirement … SimplifiedBy David Hodson and Glen Hancock