EPISODE · Sep 11, 2018 · 44 MIN
The Retirement Clinic-8/25/18-Benefit from Your Birthdays
from Kowal Investment Group - Now Creative Planning · host Kowal Investment Group - Now Creative Planning
Jeff explores the Rule of 55 in retirement planning and how it might support a retirement strategy, as well as how individuals can take advantage of yearly milestones leading up to retirement. Callers get information on Fixed Index Annuities, 401(k) conversions and the diversification of their financial portfolios.
What this episode covers
Jeff explores the Rule of 55 in retirement planning and how it might support a retirement strategy, as well as how individuals can take advantage of yearly milestones leading up to retirement. Callers get information on Fixed Index Annuities, 401(k) conversions and the diversification of their financial portfolios.
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The Retirement Clinic-8/25/18-Benefit from Your Birthdays
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