Sequence of Return Risk & Long-Term Care Strategies

In this episode of the Cornerstone Retirement Blueprint, Jamie, Anthony, and Kyle dive into key topics that could shape your retirement. Learn why having a revocable living trust is important to avoiding probate, how sequence of return risk can impact your retirement, and why having the right tools, like annuities and long-term care insurance, can make all the difference. Plus, find out how rolling over your money to a traditional IRA could unlock new investment opportunities. Tune in for 30 minutes of expert advice tailored just for you!

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