annuities Archives

Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions

by Becca Mack | Jul 23, 2020 | Podcast

The Setup: If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities,...

Ep 21: SECURE Act Brings Changes to Retirement Accounts

by Becca Mack | Feb 6, 2020 | Podcast

The Setup: Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what...