The New Retirement

Your Retirement With Sam Duell

English - June 07, 2024 17:00 - 51 minutes - 47.1 MB
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Previous Episode: Retirement Misconceptions

Next Episode: The Wave of Retirees

Sam and Andi discuss changes in retirement planning over the years including the transition from defined benefit to defined contribution plans, the introduction of Roth, Health Savings Accounts, and changes in RMD ages. They take a deep dive into annuities in explaining the different types and how to choose which one possibly could be a good fit for you. They also discuss the challenges we face with higher interest rates and inflation.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

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