Maximize Your Retirement: Annuities, IRAs, Pensions & Rollovers Explained

In this episode, we tackle key retirement questions from viewers like Jean from Nashville and Ray from Franklin. We discuss evaluating the competitiveness of your annuities, understanding the implications of the 2020 IRA laws, making informed decisions about lump sum vs. pension options, and the potential benefits of rolling over your 401k at age 59.5. Get expert advice on retirement strategies to optimize your financial future.
00:00 Introduction and First Question: Annuities
00:18 Understanding Annuities: Pros and Cons
00:41 Refinancing Annuities and Seeking Independent Advice
01:24 Inherited IRAs: Tax Implications and Strategies
02:20 Pension vs. Lump Sum: Making the Right Choice
03:42 401k Rollovers: Strategies for Retirement
04:49 Conclusion and Final Thoughts

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At Retirement Renegade we champion the underdog retiree.
Retirement Renegade covers everything from how current events could affect your savings to strategies for maximizing your retirement income and everything in between.

Let’s face it… In this day and age, it has become harder and harder to truly have enough money to enjoy retirement. The last thing you want to worry about is losing your hard-earned money unnecessarily. Whether through fees, market volatility, low rates of returns, or inflation more and more people are retiring with less than they had hoped for. You deserve the peace of mind of knowing that your retirement savings are safe...and this channel will show you how!
- Andrew Winnett
278 Franklin Rd., Suite 260
Brentwood, TN 37027

(615) 649-8222

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