Countdown to Retirement with Gregg MacInnisClean
Retirement Planning Should Include Estate Planning
Published Nov 5, 2024, 9:00 AM
Countdown to Retirement with Gregg MacInnis
Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, soluti…50 clip(s)
Creating a Clear Retirement Roadmap08:13
Are You Prepared for Longevity Risk in Retirement?11:26
Annuities Mean Retirement Income08:16
Consider a Roth Conversion Whether the Trump Tax Cuts Are Renewed or Not10:27
Plan for the Risks in Retirement So You Can Enjoy the Rewards11:36
Make an Appointment Now to Review Your End-of-Year Checklist09:13
Retirement Planning Should Include Estate Planning11:40
Fantasy Football and Retirement08:31
Why Retirement Savers Miss Pensions11:59
Why Timing of Income is Important When It Comes to Taxes in Retirement11:04
Is Your Retirement Prepared for Long-Term Care?14:53
How to Protect Yourself if the Social Security ‘Titanic’ Heads Toward the Iceberg06:23
Don’t Be a Retirement Worry Wart!09:41
Retirement Planning Should Include Estate Planning
Studies indicate that about 60% of older Americans don’t have a will or estate plan. That can often lead to family infighting and a prolonged and expensive probate court battle once someone passes. In this episode of Countdown to Retirement, Gregg MacInnis explains how this can be prevented so that assets go to beneficiaries as intended.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com
