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)
- What are required minimum distributions (RMDs) and how should I take them?
- Why is the "IRS Qualified Charitable RMD Contribution" more important now after the new tax law?
- How long will fixed interest rates stay this low?
- Should I guy gold?
- What are the real differences between a fixed annuity, a variable annuity, and an indexed annuity?
- How does the Federal Resere Board interest rate — "The Fed Funds Rate" really affect my money?