Rock on RetirementRock on Retirement

Tax Strategies for Wealthy Retirees

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Rock on Retirement

The mission of Rock on Retirement is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financia 
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In this conversation, Coach Pete tackles the rising popularity of annuities as a financial product for retirement planning, emphasizing their role in providing income stability. They explore the importance of tax planning, especially for high net worth individuals, and how strategic financial planning can minimize risks and maximize returns. The discussion highlights the need for individuals to take control of their financial futures by understanding and utilizing available financial products and strategies.

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  1. Rock on Retirement

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Rock on Retirement

The mission of Rock on Retirement with Coach Pete D'Arruda of Capital Financial is to equip you with 
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