Here is the link to an article that I was asked to write for Fox Business:
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What are your greatest concerns about your retirement?
Getting a reasonable rate of return Preserving what I have Guaranteeing that I won't outlive my income Starting a retirement account
How much of your retirement accounts are you looking to keep safe?
I am interested in
Reducing or eliminating taxes on Social Security and Interest Income. Protection from stock market loss due to market volatility on your principal and interest. Elimination of probate fees and federal estate taxes. Earn double or triple interest on CDs with no risk to the principal balance. Pass your IRA or 401k to your spouse, children, and grandchildren so that it can maintain its tax-deferred status for multiple generations.
I need assistance with
My current annuityMy current life insurance policyFinding a new annuityFinding a new life insurance policyAn overall financial plan
707 Whitlock Ave. Unit A37, Marietta, GA 30064