Don’t Let Retirement Myths Derail Your Future

Did you know your beneficiary forms can override your will? Or that inflation makes increasing your income essential in retirement?

In this episode of the Texas Wealth Report, we dig into the common questions retirees and pre-retirees are asking:

⭐ Why are annuities so popular today?
⭐ How can I safeguard income for a surviving spouse?
⭐ What’s the difference between Roth contributions and Roth conversions?
⭐ Why is Medicare planning complicated—and how can I make it simpler?
⭐ And more!

Retirement planning isn’t just about investments. It’s about financial security, income strategies, and ensuring nothing falls through the cracks.

Get the education you need to make informed choices. Watch the episode now, then click the link below to schedule your complimentary consultation to start building clarity and confidence.



TIMESTAMPS

00:00 – Intro
06:05 – Where Do Annuities Fit in a Portfolio?
07:36 – Inflation and Increasing Income
08:31 – Accidentally Disinheriting a Surviving Spouse
13:41 – Changes Coming to Medicare
16:06 – Factoring in Taxes
17:54 – Roth Conversion Vs. Roth Contribution
22:54 – Tax Harvesting
25:09 – Is There a Limit to 401(k) Rollovers?
25:56 – Why Should You Work with a Holistic Fiduciary Financial Advisor?
27:28 – Outro

================================================================
📅📅 𝗛𝗮𝘃𝗲 𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀 you would like to ask the team at Impact! Partners Financial?
Request a visit here: 👇🏻
https://impactpartnersfinancial.com/15-min...
======================================================================
🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
   / @impactpartnersfinancial  
================================================================
📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀
Facebook: https://www.facebook.com/ImpactPartnersFin...
Instagram: https://www.instagram.com/impactpartnersfi...
LinkedIn: https://www.linkedin.com/company/impactpar...

#RetirementQuestions
#FinanicalPlanningTips
#Annuities
#Inflation
#RothConversion
#Retirement
#Medicare
#ImpactPartnersFinancial

DISCLOSURE:

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.