In this episode of Element Wealth Radio, Jeremy Nelson discusses the current landscape of annuities, emphasizing the importance of reviewing existing contracts in light of rising interest rates. He highlights the potential benefits of 1035 exchanges, the impact of required minimum distributions (RMDs) on tax brackets, and the implications of the Secure Act on inherited IRAs. The conversation also covers strategies for aligning lifestyle goals with financial planning, managing the fear of running out of money, and the importance of diversifying income sources in retirement. Additionally, Jeremy provides insights on inflation protection and the best practices for purchasing annuities, particularly for those with special needs beneficiaries.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

 

In this episode of Element Wealth Radio, Jeremy Nelson discusses the current landscape of annuities, emphasizing the importance of reviewing existing contracts in light of rising interest rates. He highlights the potential benefits of 1035 exchanges, the impact of required minimum distributions (RMDs) on tax brackets, and the implications of the Secure Act on inherited IRAs. The conversation also covers strategies for aligning lifestyle goals with financial planning, managing the fear of running out of money, and the importance of diversifying income sources in retirement. Additionally, Jeremy provides insights on inflation protection and the best practices for purchasing annuities, particularly for those with special needs beneficiaries.
&nbsp;Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>
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In this conversation, Jeremy Nelson and Gary Nolan discuss the realities of retirement, highlighting common mistakes retirees make, such as underestimating expenses and failing to maximize social security benefits. They emphasize the importance of having a tax strategy and planning for long-term care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&A segment addressing common retirement scenarios and the importance of tax planning in retirement.

 Reach out to Jeremy at 800-800-6073 or https://www.myelementwealth.com/

In this conversation, Jeremy Nelson and Gary Nolan discuss the realities of retirement, highlighting common mistakes retirees make, such as underestimating expenses and failing to maximize social security benefits. They emphasize the importance of having a tax strategy and planning for long-term care. The discussion also covers the overwhelming choices in retirement planning and draws lessons from notorious financial crimes, warning listeners to be cautious and informed in their financial decisions. In this conversation, Jeremy Nelson and Gary Nolan discuss critical aspects of financial planning, including cybersecurity threats, the importance of estate planning, and strategies for wealth transfer. . The conversation concludes with a Q&amp;A segment addressing common retirement scenarios and the importance of tax planning in retirement.
 Reach out to Jeremy at 800-800-6073 or <a href="https://www.myelementwealth.com/">https://www.myelementwealth.com/</a>

Element Wealth Radio with Jeremy Nelson

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call (800) 800-6073

Jeremy Nelson and the team at Element Wealth bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
For more information or to get your own questions answered, call (800) 800-6073

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