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Conquering Retirement with AnnuityFYI

Conquering Retirement with AnnuityFYI

Auteur(s): Tom Hamlin
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À propos de cet audio

 Welcome to Conquering Retirement with AnnuityFYI! Your guide to navigating retirement with clarity, confidence, and control. Each week, financial expert and Somerset Wealth Strategies founder Tom Hamlin joins his team to answer your questions and talk annuities, income strategies, and everything you need to know to plan for the future. Have a question? Submit it to newsletters@annuityfyi.com !Tom Hamlin
Épisodes
  • Strategies for Reducing Taxable Income with Tom Hamlin

    Strategies for Reducing Taxable Income with Tom Hamlin
    Jul 9 2025

    In this conversation, Tom, Brian, and Megan discuss various strategies for retirement planning, focusing on reducing taxable income, the benefits of Roth IRAs, and the importance of financial planning. They explore the implications of tax strategies, including Roth conversions and annuities, and emphasize the need for personalized financial advice to navigate retirement successfully.


    Have a question about retirement? Email us at newsletters@annuityfyi.com—we might answer it on an upcoming episode! You can also visit annuityfyi.com for more expert insights.


    Chapters

    00:00 - Introduction and Guest Introduction

    01:43 - Strategies for Reducing Taxable Income in Retirement

    10:09 - Roth Conversions and Tax Planning

    14:21 - The Importance of Financial Planning and Strategy
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    18 min

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