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Looks like baby boomers aren’t the only ones who are interested in lifetime income. NerdWallet recommended annuities for Millennials because the value will increase and few of them will be eligible for a pension. Art and Luke discuss if adults closer to retirement can still take advantage of annuities as a retirement tool. Plus, simple tax strategies that we often overlook that may help your portfolio.
For more information on the McPherson Financial Group or to schedule a consultation, visit www.artofmoneyradio.com
See omnystudio.com/listener for privacy information.
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Looks like baby boomers aren’t the only ones who are interested in lifetime income. NerdWallet recommended annuities for Millennials because the value will increase and few of them will be eligible for a pension. Art and Luke discuss if adults closer to retirement can still take advantage of annuities as a retirement tool. Plus, simple tax strategies that we often overlook that may help your portfolio.
For more information on the McPherson Financial Group or to schedule a consultation, visit www.artofmoneyradio.com
See omnystudio.com/listener for privacy information.