Longevity, Annuities, and the Tax Moves You Might Be Missing

What if your retirement plan is missing the one thing that truly secures your future? In this episode of Retirement Readiness, Brigette Engstrom breaks down why thinking in terms of income—not assets—can reshape how you prepare for life after work. She explores the role of annuities in managing longevity risk and explains how strategic tax moves, like IRA to Roth conversions, can make a meaningful difference. It’s a practical conversation designed to help listeners understand the mechanics of achieving a stable retirement.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.

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