Hear Linda Gardner discuss important retirement topics.
Take inventory of all your accounts! Does an IRA rollover make sense? Is working with 2 different advisors really in your best interest?
Is Your Spouse Your Beneficiary?
The importance of keeping your beneficiaries up to date Special IRA beneficiary choices for the surviving spouse How RMD’s are calculated on an IRA for the surviving spouse
Will your income support your lifestyle? Do you have a retirement tax plan? What are my options for health care?
Bridge To Retirement
Why life insurance is still relevant for retirees How you can get tax-free retirement income from life insurance How life insurance can work right alongside your other retirement savings
Will your money last as long as you do? How do I invest in retirement? Will Social Security run out?
What are the different kinds of annuities out there, and are they right for you? Understanding more of the benefits and features that your annuity may have, and if they are still necessary today. How an annuity could enhance your retirement plan