In this episode, Steve explores a crucial aspect of retirement planning for Generation X—those in their late 50s. Astonishingly, only 40% of Gen Xers work with financial advisors.  

Steve delves into a significant tax change set for 2026 that will impact those earning over $145,000, requiring them to opt for a Roth 401K. He highlights the importance of staying informed and diligent in navigating these financial intricacies. However, he emphasizes that Gen Xers might be missing out on alternative retirement savings strategies beyond traditional options.

Steve discusses how over-funding these policies can create a substantial tax-free sum of money during one's lifetime. He emphasizes the potential of these policies to generate tax-free income and provide a tax-free death benefit, offering a unique perspective beyond the conventional 401K and IRA.

Call Steve at 508-544-0560 for your Complimentary Portfolio Review! 

In this episode, Steve explores a crucial aspect of retirement planning for Generation X—those in their late 50s. Astonishingly, only 40% of Gen Xers work with financial advisors.  
Steve delves into a significant tax change set for 2026 that will impact those earning over $145,000, requiring them to opt for a Roth 401K. He highlights the importance of staying informed and diligent in navigating these financial intricacies. However, he emphasizes that Gen Xers might be missing out on alternative retirement savings strategies beyond traditional options.
Steve discusses how over-funding these policies can create a substantial tax-free sum of money during one's lifetime. He emphasizes the potential of these policies to generate tax-free income and provide a tax-free death benefit, offering a unique perspective beyond the conventional 401K and IRA.
 Call Steve at 508-544-0560 for your <a href="https://fairwayfinancial.net/">Complimentary Portfolio Review! </a>

Planning for retirement is not a guessing game.  Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market?   When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? 

For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.  

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation.

Tune into Steve's weekly radio show, "Ready Set Retire"  Saturdays @ 6am on WXTK!

Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.

Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to protect yourself from another recession? Can you afford to ride the waves of a volatile market? When the paychecks stop but the bills keep coming, how are you going to maintain your lifestyle? For more than 30 years, retirement income specialist Steve Anzuoni of Fairway Financial, Inc has been using customized strategies to help people just like you build a successful retirement that includes guaranteed lifetime income.
Share not only the wealth of a happy retirement but also in your Cape Cod community. Steve supports a number of local organizations such as The Cape Cod Baseball League, Veteran's Top Shot, Swing for the White Caps, Hero's in Transition and the Boston Bruins Foundation. Tune into Steve's weekly radio show, "Ready Set Retire" Saturdays @ 6am on WXTK!