In this conversation, Steve Shyman discusses the importance of reviewing annuities in light of changing interest rates and the evolution of annuity products. He emphasizes the need for clarity, control, and confidence in retirement planning, particularly regarding hidden fees in variable annuities and the potential benefits of 1035 exchanges. The discussion also covers the tax implications of retirement accounts, the concept of the lump sum time bomb, and strategies for minimizing tax burdens. Throughout the conversation, Shyman encourages listeners to take proactive steps in their financial planning and to seek professional guidance

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Retire, Plan, Save IRA, 401K, Healthcare, Longevity, Taxes

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