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!
Understanding Tax Strategies and Social Security Changes
In this episode Steve discusses the impact of the new administration on financial planning, focusing on tax strategies, social security changes, and the importance of guaranteed income in retirement. He emphasizes the need for long-term planning amidst short-term uncertainties and explores various investment options, including annuities, to secure financial stability for retirees.
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