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Suze School: It’s Never Too Late To Fix a Mistake

Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

CHAPTER

Navigating Annuity Rollover for Retirement Planning

This chapter offers comprehensive advice on handling a $200,000 annuity for retirement planning, advocating for a strategic IRA rollover rather than immediate withdrawals. It covers taxation implications, insurance coverage considerations, and the importance of naming beneficiaries, all aimed at securing future financial stability.

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