Sam, Andi, and Luke discuss retirement tools that could lower your tax bill in retirement.  They cover Index Universal Life Insurance, income annuities, Roth strategies, and health savings accounts.  Then it’s time to revisit classic literature and the team offering retirement scoring on characters such as Ebenezer Scrooge, Captain Ahab, and Atticus Finch.  They also cover standard retirement rules and discuss how and if they should be utilized in today’s retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

www.duellstrategies.com

 

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