Do you have a solid plan for minimizing taxes in retirement? According to a recent Athene poll fielded by Kiplinger, about 2 out of 5 people don’t. In this video retirement income certified professional Rita Cheng, CFP®, reveals several strategies you can use to help maximize tax efficiency when it comes to your retirement. For additional retirement planning tips visit Athene.com or talk to a financial professional today.
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Why the Smartest Retirees Are Handing Out Inheritances NowOlder generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
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Give While You Live Or Wait Until Death? Take Our Quiz to Find OutThe Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
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No One Wants to Ask Their Aging Parents About Their Finances, But Here's HowUse these tips to help you open the door to conversations about their financial health before it’s too late.
