Hi PFR Nation!
This week I’ve got a Q&A session focused on current hot topics and debates including:
~ Underspending in Retirement
~ How to Position an Annuity
~ Pre-Tax vs. Roth Debate
I hope you enjoy this episode and find some nuggets of information that you can use.
Wishing you all a wonderful holiday season and Happy New Year!
– Kevin
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
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This is for general education purposes only and should not be considered as tax, legal, or investment advice.
Kevin Lao
I am the owner and lead financial planner @ IFS. We are an independent firm specializing in retirement planning. I also host The Planning for Retirement Podcast and can be found on YouTube, Spotify, Apple Podcasts and other streaming services. I live in Chattanooga, TN with my wife, three boys and two rescue pups. I love to travel, play golf and smoke (and eat) meats.
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