Feb 27, 2023
We know that when you draw up a retirement plan, you certainly include Social Security in the income picture. For those who are on the verge of taking it, what steps can they take to maximize their benefits?
Then, annuities are insurance contracts that are designed to help protect you from outliving your retirement income. And there are different types and products to choose from. But the one of the first questions usually asked is, “What’s going to be my rate of return?” Hear Steve explain the pros and cons of different income tools and his process on creating a customized income plan just for you.