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Annuities have resurfaced in retirement conversations—and not by accident. Mark Cordner explains why more advisors are using annuities as anxiety rises around market volatility and dependable income in retirement. The discussion explores guaranteed income streams, preservation versus growth in retirement, emotional decision-making during market shifts, and how unintended tax consequences can quietly derail plans. Mark also covers required minimum distributions, Medicare surcharges, interest-rate timing, and why perspective matters most as retirees move from accumulation to preservation.
Are You Ready to Embrace Your Golden Years?
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See omnystudio.com/listener for privacy information.
By Mark CordnerAnnuities have resurfaced in retirement conversations—and not by accident. Mark Cordner explains why more advisors are using annuities as anxiety rises around market volatility and dependable income in retirement. The discussion explores guaranteed income streams, preservation versus growth in retirement, emotional decision-making during market shifts, and how unintended tax consequences can quietly derail plans. Mark also covers required minimum distributions, Medicare surcharges, interest-rate timing, and why perspective matters most as retirees move from accumulation to preservation.
Are You Ready to Embrace Your Golden Years?
Schedule an Appointment
Check out our Newsletter!
Social Media: Facebook LinkedIn YouTube
See omnystudio.com/listener for privacy information.