The Retirement Message

A majority of retirees apparently do not have a spending plan when it comes to retirement. How can this be corrected and what can you do to be better prepared in retirement? Annetta Carter has some suggestions on making sure you never run out of money in retirement.

The "Break Even Tax Rate" is key when considering Roth IRAs and even taking Social Security. What do these mean and how can they apply to your retirement plan? Let Annetta tell you and help you out today!

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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Retirement is not the same as it was when your grandparents or parents retired and it won't be the same when your kids retire. Annetta Carter knows that it all comes down to planning and making sure your plan and strategies evolve with the time. The 4% rule might not be the same for you because each plan and the timing of your retirement is different from the next.

A big piece of retirement planning that is forgotten is estate planning and making sure you help to take care of loved ones along with charity if that is something you're interested in. Annetta offers strategies that can help with both.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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Retirees are losing money to unexpected fees in their 401(k) plans. Is there anything that we can do or do we just have to let the money trickle out? Annetta Carter has answers and things we can do to help.

And can a roboadvisor do what Annetta does? (No.) And she tells you why it's important to meet with a person and not a computer.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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Annetta Carter takes a look at what some have called the "Golden Age of Annuities" and what annuities could look like in your retirement plan. Plus, many have thought about the age at which they might retire, but some haven't thought about how long they might be retired. Your retirement could last 20 to 30 years or more. Are you prepared for that?

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

See omnystudio.com/listener for privacy information.

Recently astronauts were trapped in space for a longer period than they expected. Obviously that came with more obstacles and challenges than they originally planned for. This is the same when retirement lasts longer than a retiree expects. Are you prepared and do you have enough income to make it last? Annetta Carter can help with that.

And with it being tax time, Ed Slott recently talked about tax planning as opposed to tax preparing. Annetta dives into this deeper and gives us tips to be aware of tax-wise.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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A new app for smart phones will allow someone to track the investments of key political and world figures. While this can be helpful, no investment strategy is one size fits all. Annetta Carter tells us why it is important to have a personalized retirement plan and how that is more crucial than following trends or an app. Check out this week's episode for all of this and more from Annetta Carter and Magnolia Financial Strategies!

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

See omnystudio.com/listener for privacy information.

There are fees associated with almost everything that you purchase. Retirement planning is no different. Annetta Carter helps us to realize that fees aren't always a bad thing as long as you are receiving value from what they're being spent on.

Also in this episode, she takes some of the negativity away from annuities and tells you which annuities are ones you should actually look into for your portfolio.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

See omnystudio.com/listener for privacy information.

Annetta Carter discusses Social Security benefits and whether it might be a good idea to take them early. Annetta gets personal and discusses how this could, will and does affect her own family. While not every situation is the same, Annetta lays out a good gameplan for those who might be having similar questions or concerns about Social Security or anything else that might have to do with a retirement plan.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

See omnystudio.com/listener for privacy information.

Annetta Carter takes a deeper look at annuities and why they might get the bad rap that they do. Are there better ways to think about annuities and could they make sense for your portfolio?

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

See omnystudio.com/listener for privacy information.

Annetta Carter dives into what we can expect with Trump's tax cuts and if he will continue them beyond 2025. In the meantime, Annetta offers suggestions to take advantage of the low tax rates and to make Roth conversions while the rates are to our advantage. Annetta also addresses common misconceptions when it comes to annuities and highlights fixed index annuities specifically.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

See omnystudio.com/listener for privacy information.