Category: Insights & Podcast

If you own a variable annuity, it often comes with some great features like tax deferral, income for life, and enhanced death benefits. They also have many investment managers inside the sub-accounts. Were you shown all the fees and how these products work? And are you aware of how your advisor is paid to choose these products versus a lower-cost option? Tune in to see if you could be paying unnecessary fees.
If you own a variable annuity, it often comes with some great features like tax deferral, income for life, and enhanced death benefits. They also have many investment managers inside the sub-accounts. Were you shown all the fees and how these products work? And are you aware of how your advisor is paid to choose these products versus a lower-cost option? Tune in to see if you could be paying unnecessary fees.
Are you paying unnecessary fees on your investment accounts? Discover how hidden and unnecessary fees could impact your current and future retirement savings. Stay tuned for next week's episode, where we delve into the pros and cons of Variable Annuities.
Are you aware of all the hidden fees you could be paying that's eating away are you future nest egg or hurting your retirement? This is part one of a series on unnecessary fees that typically do not get disclosed to people and you could be paying thousands in fees you weren't even aware of, that could easily be recaptured with a simple fix I use.
Mark highlights the importance of properly titling your accounts to avoid probate, how to avoid unintentionally disinheriting your grandchildren, and two special offers. How to win a $100.00 gift card and a complimentary estate plan for any client and their adult children.
Episode 6: Mark talks with Gary Byron to discuss the unintentional disinheritance of grandchildren and how to prevent it. Additionally, I cover the proper titling of bank and brokerage accounts to avoid probate.
Mark talks with Gary Byron about ways retirees can save money on taxes by throwing away conventional wisdom and thinking differently. He has implemented these examples for his clients and can potentially do the same for you.
Mark talks with WDRC Talk of Connecticut host Gary Byron on how tax planning, using simple and easy strategies can save retirees thousands of dollars on taxes during retirement and keep more of their earned money.
In case you missed it, catch the insightful discussion on the importance of having an identity theft plan, Umbrella Liability Insurance, and the necessity of the Property Casualty review kit. Airing on WDRC Talk of Connecticut with Gary Byron, this episode sheds light on crucial aspects every pre and existing retiree should have covered.

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