Saturday Oct 05, 2024
10/5/24 - Medicare Made Easy: Understanding Your Options
In this episode of "Straight Talk on Retirement," the hosts and financial experts delve into essential retirement planning strategies. Erin Lapidus, President of JBL Financial Services, emphasizes the importance of a comprehensive game plan to preserve and grow assets, create reliable income streams, and address healthcare needs. Robert Marcum, a specialist in life insurance and fixed annuities, discusses estate planning and Medicare options. The episode also covers recent changes in tax laws affecting inherited IRAs and the implications of the Secure Act.
Version: 20241125
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.