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Leaving a Legacy and Creating Income For Life
Manage episode 407501705 series 3561334
Το περιεχόμενο παρέχεται από το Kevin Madden. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Kevin Madden ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
You've worked so hard to have the ultimate retirement, do you think you will leave a legacy to your kids/ grandchildren?
Entertainer Marie Osmond is a proud mother – and grandmother – at age 63. But she tells US Weekly that there’s one thing she’s made clear to her adult kids – they won’t be getting an inheritance! Osmond plans to give away most of her fortune to help others. Do you have any clients who have felt the same about leaving money to their children? Also, hear the best way to create and leave a legacy for your family using the best tax efficient tools! The last thing you want to do is leave a great legacy but leave your family members with a big tax bill!
Then, sales of annuities have soared as interest rates go higher, because they yield better returns. But some annuities have a reputation of high fees. Should we be concerned about that when an annuity offers a stream of guaranteed income?
Call Kevin today for a Legacy Checklist and an Annuity Stress Test!
See omnystudio.com/listener for privacy information.
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