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
