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How To Get Out Of Your Own Way (with one simple tool) SB1538 - Greatest Hits

The Stacking Benjamins Show

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Modern Fee-Based Annuities and Portfolio Diversification

The chapter explores the challenges fiduciary professionals faced with traditional annuities due to high fees and introduces modern fee-based annuities as a cost-effective solution for guaranteed income strategies in retirement. Discusses the benefits of annuities in de-risking portfolios by utilizing S&P 500 indexed annuities as a bond alternative while touching on strategies for reducing taxable income and controlling inheritances through financial planning tools.

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