Description
Top Questions Covered:
How do I protect myself from the increase in fraud on retirees?
How do my financial holdings determine what’s better…a Will or a trust?
Do we need different types of powers of attorney? (we will provide you a link to the free version of the State of Texas Durable POA form)
How have recent laws changed required minimum distributions (RMD’s) and how and when should I take them?
Why is the “IRS Qualified Charitable Tax-Free IRA Distribution” more important now?
How should I manage my money now that interest rates are so high?
Should I buy gold?
What are the real differences between a fixed annuity, a variable annuity, and an indexed annuity?
What should we change in light of all the new tax laws, and how do we keep up with all of these changes?
We will also wrap up the program with an open Q&A segment
