The Retirement Message

Annetta Carter discusses various topics related to retirement planning. She starts by mentioning the upcoming changes to the tax code and the potential benefits of doing a Roth conversion before 2026. Annetta emphasizes the importance of working with a professional to determine the optimal amount to convert each year based on individual tax situations. The conversation also touches on the need for...

Annetta Carter discusses the topic of Social Security and retirement planning. She emphasizes the importance of considering factors such as health, family history, and personal preferences when deciding when to start receiving Social Security benefits. Annetta also offers a complimentary Social Security analysis to help individuals make informed decisions. Additionally, she provides insights on ch...

In this conversation, Annetta Carter discusses the common mistakes people make when saving for retirement, particularly in their late 50s, 60s, and 70s. She highlights four mistakes: lack of contributions, no tax diversification, no income strategy, and not enough income streams. Annetta also discusses the impact of non-covered pensions on Social Security benefits and the importance of having a re...

Annetta Carter discusses the process of building a house as an analogy for building a financial plan. She emphasizes the importance of paying off debt and having a blueprint for retirement. Annetta also discusses the need for a retirement income stream that is guaranteed and the potential risks of having all your money in the market during retirement. She also touches on the importance of planning...

Annetta Carter discusses various topics related to retirement planning. She starts by mentioning the upcoming changes to the tax code and the potential benefits of doing a Roth conversion before 2026. Annetta emphasizes the importance of working with a professional to determine the optimal amount to convert each year based on individual tax situations. The conversation also touches on the need for...

Annetta Carter discusses retirement planning and the importance of fathers in their lives. They share personal stories and experiences, highlighting the impact their fathers had on their careers and outlook on life. Annetta explains her role as a financial advisor and how she helps people with retirement planning, focusing on developing income streams and personalized strategies. She also discusse...

Annetta Carter covers the importance of retirement planning, the role of financial professionals, early retirement income strategies, market volatility, and the need for a comprehensive retirement plan. Annetta emphasizes the significance of seeking professional advice and the potential risks of not having a well-thought-out retirement plan. Ready to connect with Annetta and begin building your re...

The conversation covers retirement planning, income strategies, stress testing portfolios, election impact on finances, and the importance of disciplined financial management. Annetta emphasizes the need for a diversified income stream and the careful management of retirement assets. She also discusses the role of annuities in retirement planning and the importance of understanding and managing ex...

In this conversation, Annetta Carter discusses the common mistakes people make when saving for retirement, particularly in their late 50s, 60s, and 70s. She highlights four mistakes: lack of contributions, no tax diversification, no income strategy, and not enough income streams. Annetta also discusses the impact of non-covered pensions on Social Security benefits and the importance of having a re...

Annetta Carter discusses the topic of Social Security and retirement planning. She emphasizes the importance of considering factors such as health, family history, and personal preferences when deciding when to start receiving Social Security benefits. Annetta also offers a complimentary Social Security analysis to help individuals make informed decisions. Additionally, she provides insights on ch...

Do people still consider 65-years-old the age of retirement? Annetta Carter discusses the age of the fastest growing group in the workforce, have you become a 401(K) millionaire and when should you roll over that retirement account into an IRA?  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation with Annetta C...

Will 401(K) plans still be a thing in 10 years or does the government have plans to abolish it? Annetta Carter discusses recent articles stating that 401(K) plans are on their way out, how to avoid financial turbulence, and the outdated rules of retirement.  Catch The Retirement Message with Annetta Carter every Sunday at 12:00 p.m. CT on KTBB. For more information and to schedule a consultation w...