Here’s the recording of last week’s show!
See below for the topics discussed:
7:51 How taxes differ when you stop working.
15:40 Happy birthday to the ROTH IRA!
19:08 What are you doing to help the longevity of your money?
27:55 Is a fixed index annuity a good alternative to bonds?
34:30 Do you have collectables included as part of your retirement plan?
39:22 What is the future service relationship you will have with your financial advisor?
43:40 How to not withdraw money during a down market.
For more information, please visit www.retirewithclarity.com