Retirement planning is about more than saving money. It requires a strategy that can adapt to changing tax laws, market conditions, and personal goals. In this episode, Mark, Amber, and Houston dive into key retirement topics, including tax-efficient income strategies, estate planning fundamentals, the role of annuities, and how political and economic developments can influence long-term financial plans. Our experts share actionable insights to help you evaluate risks, protect your assets, and build a retirement strategy designed to weather uncertainty while supporting the lifestyle you want in retirement.
Connect with Mark Troyer and the team at Troyer Retirement at (800) 465-7737
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Rising Rates, RMDs & Retirement: Are You Prepared?
34:40

Inheritances, Millionaires & Annuities: Building a Stronger Retirement Plan
28:56

Retiring Soon? Avoid These Costly Mistakes Before It's Too Late
28:40