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The Get Ready For The Future Show

The Get Ready For The Future Show

Business:Investing

Retirement Saving Checklist

Retirement Saving Checklist

2017-11-17
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John, Janet, Scott and Eric delve into a Think Advisor article regarding your "Retirement Saving Checklist: 15 Things to Know That Can Lead to Success." *Annuities are suitable for long-term investing, such as retirement investing.  Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply. Originally aired 11/4/2017
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