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Dec 24, 2021

We’ve talked about the importance of reducing risk and developing income in retirement.  An article in Smart Asset suggests that annuities, not bonds is a better way to do both. True or False? 

Then, hear Kevin talk about the psychological benefit of having dependable income giving the retiree the license to spend and enjoy retirement more. Plus, President Biden is pushing trillions of dollars in new spending … and his supporters in Congress are considering several different tax hikes to pay for it all.  One of them is a so-called “death tax” … that’s a tax that your family has to pay whenever they inherit something from you.  But former U.S. Senator Heidi Heitkamp, a Democrat, tells CNBC that would be a big mistake. So, where do you see this going?  Are we going to need to do some strategizing to protect our family assets from Uncle Sam?