Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Is Annuity Taxation Beneficial? What To Know!
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Liz Whitteberry
We’re in the middle of tax season, and you may have heard that annuities can provide tax benefits. Who is that true for, and are there any side effects? Today, we’re going to clear up some of the confusion around the advantages and disadvantages of annuities. Liz will also provide some tips on what you need to know before considering an annuity.
Here’s some of what we discuss in today’s show:
- What is an annuity?
- The different “flavors” of annuities available
- The advantages and disadvantages of annuities
- When might an annuity be a good fit?
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
