60% of retirees wish they could redo their retirement plan. The biggest financial planning regret for retirees is not taking taxation into account when planning for retirement income. Many retirees wish they had received an automatic paycheck from their assets through annuities. Annuities provide a fixed interest rate and principal protection, and fixed indexed annuities allow for participation in market growth without the risk. Variable annuities are subject to market ups and downs. It is important to have an income plan that will last throughout retirement. Women in life transitions face unique challenges and can benefit from financial and tax planning. In this conversation, the hosts discuss the financial challenges faced by women, particularly in retirement.  The conversation touches on topics such as long-term care, estate planning, and the pink tax. Reach out to Will and Osama at 877-524-2677 or  https://absolutewealthmanagementllc.com/See omnystudio.com/listener for privacy information.

Ver todos los episodios