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490: Investing Tips with David McKnight

Wealth Formula by Buck Joffrey

CHAPTER

Rethinking Retirement Strategies

This chapter critiques popular retirement strategies, particularly those endorsed by financial experts like Dave Ramsey, highlighting their potential downsides for seasoned investors. It emphasizes the benefits of guaranteed lifetime income annuities and strategic tax planning, contrasting them with conventional investment approaches. The discussion provides insights into various financial instruments while cautioning high earners about future tax implications as they near retirement.

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