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Navigating Annuities for Retirement Security

Navigating Annuities for Retirement Security

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On this episode of Golden Years Podcast, Mark discusses the importance of annuities for guaranteed income in retirement, the need to revisit outdated retirement rules like the 4% rule, strategies for Roth conversions, and the significance of facilitating family conversations about wealth and legacy planning. He emphasizes the need for personalized financial strategies and the importance of planning for the future to ensure financial security for oneself and loved ones.

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