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Benefits of Annuities and Tax Strategies to Save your Money!
Manage episode 407412121 series 3561362
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How important is tax planning in retirement? Corey shares an incredible story of saving one client save BIG money with his tax planning strategies.
You’ve told us many times about the benefits of annuities. They offer a guaranteed stream of income in retirement. But they can come with a lot of fine print. So, let’s say you’re saving up for retirement and everything looks to be on track. Is there anything else you should do beyond crunching numbers? Hear Corey explain how having this conversation with his clients, leads to further clarity when setting goals in a retirement plan!
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