My name is Jerry, and I am a financial service professional who is passionate about educating my clients on concept as well as methodologies of financial planning. I believe that "No Plan" is also a plan, but obviously not the best one in life. Therefore, I am having this channel to chat with everyone in a casual way about my view of money matters. Wish this will give you some ideas from another perspective. Thank you for your support.
Good summary. The most important is at least one person paying social security tax for 35 yrs. Hope you have the longevity to make the best out of this system.
You are not required to transfer anything out of 401k. However you will have to face RMD requirements once you reach 73. Regarding to annuity, that is a financial tool to help people do income planning or mitigate market risks. You need to evaluated based on your overall retirement strategy to decide if it is a suitable tool for you. Wish you a peaceful and joyful retirement
@@jerrywealthtalks thank you so much Lerry. Could you tell me where is your office? May I go to you to get a consultation and phone number for your company please? I appreciate it your time