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Adding A Social Security And Medicare Safety Net To Your Retirement Plan

Managing Financial Risks With Insurance

Managing Your Taxes With Safe Investments

Wealth Planning and Leaving A Legacy

Life Insurance: A Flexible Tool When Financial Planning For Retirement

Keeping Your Money – And Your Retirement – Safe

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Key Takeaways Life insurance isn't just about protecting your family; it’s a financial tool t...
Key Takeaways Understand the tax implications of your annuity type—qualified or non-qualified—to avoid surprises at tax time.Utilize tax deferral strategies effectively and plan withd...
Key Takeaways Fixed index annuities (FIAs) offer tax-deferred growth, meaning you won’...
Key Takeaways Choosing the wrong annuity or overlooking critical details can significantly reduce your retirement income over time.Avoid common