Annuity Upgrade?
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Annuity Upgrade?
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About this listen
Sam, Andi, and Luke offer the opportunity to look at your annuity and consider possible opportunities with higher interest rates. They also cover some bells and whistles that exist now with modern annuities. The conversation shifts to proactive tax strategies in light of the tax burden that could be faced by those with tax-deferred savings. They also discuss five questions asked in a Kiplinger retirement survey.
Reach Duell Financial Strategies at 800-203-7486.
Duell Financial Strategies
www.duellstrategies.com
See omnystudio.com/listener for privacy information.
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