On this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the evolving landscape of annuities, the importance of financial planning, and strategies for ensuring a secure retirement. They explore topics such as refinancing old annuities, managing required minimum distributions (RMDs), and the benefits of Roth conversions. The conversation emphasizes the need for a comprehensive financial review to address tax implications and inflation protection, as well as considerations for heirs with special needs. Overall, the episode provides valuable insights for listeners looking to navigate their retirement planning effectively.

Call Trey Turner at 800-582-3639 to book your no cost visit!  Or click:  Financial Edge Radio.

On this episode of The Financial Edge, Trey Turner and Jackie Selby discuss the evolving landscape of annuities, the importance of financial planning, and strategies for ensuring a secure retirement. They explore topics such as refinancing old annuities, managing required minimum distributions (RMDs), and the benefits of Roth conversions. The conversation emphasizes the need for a comprehensive financial review to address tax implications and inflation protection, as well as considerations for heirs with special needs. Overall, the episode provides valuable insights for listeners looking to navigate their retirement planning effectively.
Call Trey Turner at 800-582-3639 to book your no cost visit!&nbsp; Or click:&nbsp; <a href="https://mymdtsolutions.com">Financial Edge Radio</a>.

Forget the same old advice that you get about money! You need an EDGE when it comes to saving for retirement. Stay ahead of the financial curve every week with Trey Turner as he discusses strategies that major investors use to get their money right. Need an even more personal approach to making sure you come out on top in retirement? He takes calls at 800-582-3639!

Forget the same old advice that you get about money! You need an EDGE when it comes to saving for retirement. Stay ahead of the financial curve every week with Trey Turner as he discusses strategies that major investors use to get their money right. Need an even more personal approach to making sure you come out on top in retirement? He takes calls at 800-582-3639!

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