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Retirement Planning: Tax Strategies, Housing Tips & Guaranteed Income

retirement planning

retirement paycheck

tax-efficient retirement

social security

guaranteed lifetime income

retirement income

index universal life insurance

IRA mistakes

retirement strategies

healthcare in retirement

freeman capital

Just Ask Freeman

financial literacy

Автор: Freeman Owen

Загружено: 10 апр. 2025 г.

Просмотров: 22 просмотра

Описание:

Dive deep into the essential strategies every pre-retiree and retiree needs to know. From managing housing costs to maximizing your Social Security benefits, Freeman breaks down how to build a retirement plan that protects your income and secures your future.

In this episode:

*How to reduce housing and living expenses in retirement
*The importance of having a written retirement plan
*Understanding tax-deferred accounts and creating a tax-efficient withdrawal strategy
*Guaranteed lifetime income: What it is and why it matters
*How to handle healthcare costs, emergency funds, and family support risks

It's easy! Get your complementary consultation for a tax-efficient retirement plan. https://calendly.com/freeman-7/free-c...

Also, pick up one of our FREE life guides:
https://www.justaskfreeman.com/life-g...

**Connect with us on Facebook:   / justaskfreeman   **

** Visit us online at: www.JustAskFreeman.com **

Financial Sources Inc.
6111 Ivy Ridge Ct
Upper Marlboro, MD 20772 

TEL: (301)627-0123 | www.JustAskFreeman.com

Retirement Planning: Tax Strategies, Housing Tips & Guaranteed Income

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