There is a lot of noise out there about Retirement. Lots of ads about the best way to plan for retirement. These are opinions, but what do the facts actually say?
Wall Street Journal IRA's and 401(k) plans are ticking time bombs
College of Financial Planning and Wharton School of business. Annuities provide more growth to a portfolio than bonds.
Taxes present one of the greatest risks in retirement.
What is a fiduciary and why is that important?
Resources are available on my website. Books, articles, webinars.
Call Today for Tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion
Steve Gaito, CFP®
CERTIFIED FINANCIAL PLANNER TM
Retirement Resource Management
Retirement Resource Review / Money Minute
843-868-8152
http://www.RetireRM.com
Steve@RetireRM.com
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Talk of the Town Hosted by Robyn Zimmerman
February-March 2023
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