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Unlocking Retirement Income: Understanding Annuities and Tax-Saving Opportunities
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It’s been four years since Congress passed Secure 1.0 which allows companies to offer annuities within 401(k)s. Still, there have been few adopters despite research showing strong interest.
Frank and Frankie dive into the often-misunderstood world of annuities and their potential place in your retirement plan. They share insight on how a strategic switch in annuities could provide you extra income in retirement and how, at A Better Way Financial, they help clients optimize their retirement savings through tax planning like Roth conversions and distribution strategies.
If you're seeking ideas to maximize retirement income and reduce future taxes, visit A Better Way Financial.com and get started today.
Read our book! Amazon Best Seller, “The Book on Retirement: A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams.”
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