Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham
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Review Your Beneficiaries, Fees, and Retirement Taxes with Phil Graham
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When was the last time you checked your beneficiary forms or calculated what you pay in investment fees? Coach Pete and Thomas Lipscomb welcome financial strategist Phil Graham to examine the details that can quietly change a family’s retirement and legacy plans.
The discussion covers beneficiary designations, payable-on-death and transfer-on-death accounts, life insurance, and why a will may not control every asset. They also explore market losses near retirement, the cumulative effect of fees, Medicare income-related premiums, Social Security taxation, and Roth conversion planning. Use the conversation to build a list of questions for your next retirement review.
Take the next step toward your retirement plan: call 800-661-7383 or text PLAN to 600-700 to connect with Coach Pete’s team.
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