Ready, Set, Retire!
Your host, Steve Anzuoni, a local retirement income certified professional at Fairway Financial talks about some of the challenges and opportunities related to todays retirement planning . Steve has over 30 years of experience helping families protect their wealth, build income for life and leave a legacy for their loved ones. All part of your path towards greater financial confidence...
"Fairway Financial offers insurance products and services. We do not provide investment, tax or legal advice. Life insurance typically requires medical and often financial underwriting to qualify. Death benefits are tax free to a properly named beneficiary. Life insurance and annuities involve fees and charges including possible surrender penalties. LTC riders on insurance products are not a replacement for long term care insurance. Optional riders often require an additional annual fee. Annuity withdrawals are taxed as ordinary income and may incur an additional 10% IRS penalty before age 59-1/2. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company."
Ready, Set, Retire!
Mastering Tax Planning
In this episode, Steve discusses the critical differences between tax filing and tax planning, emphasizing the importance of proactive financial strategies. They explore how recent political changes may affect financial decisions, stressing the need to focus on controllable factors. The conversation also delves into the often misunderstood world of annuities, explaining their types, benefits, and how they can serve as a reliable income source in retirement.