Ep. 108: Underspending in Retirement, How to Position an Annuity, Pre-Tax vs. Roth Debate (Q+A Session)

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

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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.