Description

Top questions covered:

  1. How do I protect myself from the increase in fraud on retirees?
  2. How do my financial holdings determine what's better…a will or a trust?
  3. 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)
  4. What are required minimum distributions (RMDs) and how should I take them?
  5. Why is the "IRS Qualified Charitable RMD Contribution" more important now after the new tax law?
  6. How long will fixed interest rates stay this low?
  7. Should I guy gold?
  8. What are the real differences between a fixed annuity, a variable annuity, and an indexed annuity?
  9. How does the Federal Resere Board interest rate — "The Fed Funds Rate" really affect my money?
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