Trim Your Tax Bill with Strategic Planning!

Jeff Gove and Jackie Selby discuss how annuities really work, and the truth about the different types and who could benefit from using an annuity in their retirement plan.  Jeff also discusses the fact that funding your own retirement should be top of mind for the generations who are now below the age of 45.   He brings up the point that Social Security may not be in place or not as well funded as it is now in 2025.  The conversation moves to the importance of understanding your taxes in retirement.  Use this free tool to help assess this for you and your family Stonebridge Tax Bill Call Stonebridge Wealth Systems to schedule a visit to see how the team can help YOU.  866-295-5146  Or click here.  See omnystudio.com/listener for privacy information.