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Showing posts with the label fixedindexedannuity

Maximize Your Retirement Savings by Utilizing Annuities and Avoiding Probate

One of the benefits to an annuity is avoiding probate when you die. You designate a beneficiary and they will receive the benefit directly from the insurance company without going through probate. There are many different annuity types and companies that offer annuities. Even though I talk about the benefits, an annuity might not be right for you. Make sure you are always working with a licensed professional who specializes in annuities and can help you determine if an annuity is right for you. Otherwise, you might end up with one that is not ideal for you and your retirement. There are many different annuity types and companies that offer annuities. Even though I talk about the benefits, an annuity might not be right for you. Make sure you are always working with a licensed professional who specializes in annuities and can help you determine if an annuity is right for you. Otherwise, you might end up with one that is not ideal for you and your retirement. My tea...

Wednesday Wisdom Webinars: Weekly Sessions for April 26, 2023

Weekly Wednesday Wisdom Webinars April 26, 2023 Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. In this week's webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions. 0:00 Introduction 3:09 What is involved in funding a Trust? 9:48 Getting I Bonds from a tax refund, how do I add those to the Trust? 11:29 If I have too many credit cards more than I need, does that help or hinder the credit rate? 12:26 Are you concerned about the dollar remaining the reserve currency, is there anything we should be doing to prepare in case it ...

Will your 401k, IRA or Pension be enough to retire? Take 100% control of your retirement today.

In this webinar, I share with you why you need to be 100% in control of your retirement to position yourself to retire happy. Learn if you will have enough money in retirement to live the lifestyle you dream of. Or will you run out of money in retirement? You need to know what your retirement income will look like today so you can plan accordingly, minimize gaps in your retirement, and retire happy. Are you looking to Retire Happy and want to make sure you are doing what you need to save for retirement and know that you are on the right track? Welcome to Retire Happy Planning Guide. We educate you on a variety of retirement income topics to help you take control of your retirement and position yourself to Retire Financially Happy. Make sure to subscribe to our YouTube channel and follow us on social media to get notified when we release new videos and tips about putting you in control of your retirement. ➡️SCHEDULE RETIREMENT CONSULTATION: ➡...

Weekly Wednesday Wisdom Webinars January 4, 2023

Weekly Wednesday Wisdom Webinars January 4, 2023 Certified Elder Law Attorney and Certified Financial Advisor Chris Berry of Castle Wealth Group answers questions on retirement and estate planning every Wednesday at 1pm www.wisdomwebinar.com to register or give our office a call at 844-885-4200. Castle Wealth Group and Christopher Berry help families with estate planning, elder law, retirement planning , and tax planning from Brighton, Ann Arbor, Livonia, Bloomfield Hills, and Novi offices. In this week's webinar, Attorney and Advisor Chris Berry of www.castlewealthlegal.com answers the below questions. 0:00 Introduction 3:01 What is new with Secure Act 2.0? 14:57 What should we be looking at for 2023 in terms of planning? 21:41 Change of rule by the Labor Department regarding retirement fund? 24:13 Question about Interest rate increases Visit our website to learn more ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: G...

Retirement Annuity FYI

Best Retirement Annuity Rates, Who Qualifies for the Best Rates? EVERYONE! Get a Free Demo/Quote Now! 20+ Years of Experience Is Your Guarantee!... ( read more ) LEARN MORE ABOUT: Retirement Annuities REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/retirement-annuity-fyi/?feed_id=50352&_unique_id=639c5631566f0 #Inflation #Retirement #GoldIRA #Wealth #Investing #BestAnnuityRates #BestRetirementAnnuityRates #fixedannuity #fixedindexedannuity #hybridannuity #RetirementAnnuity #RetirementAnnuity #BestAnnuityRates #BestRetirementAnnuityRates #fixedannuity #fixedindexedannuity #hybridannuity #RetirementAnnuity