Kristina covers significant changes in retirement planning set to take effect in 2025, including higher contribution limits, the implications of required minimum distributions (RMDs), and the benefits of Qualified Longevity Annuity Contracts (QLACs). The discussion also delves into tax strategies for retirement, the future of Social Security, and the impact of national debt on financial planning. The importance of understanding the phases of retirement and managing debt effectively is emphasized throughout the conversation.
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services