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Jeff Boettcher

Bedrock Investment Advisors, LLC Scottsdale, Arizona

Areas of expertise: IUL and Taxes, IUL for Business Owners, IUL for Retirement Income, Life Insurance for Retirement Income, Taxes
Licensed In: S65, Life Insurance

Recent Reviews

2024-03-29 , Nice Advisor

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Published Content and Articles Featuring Jeff Boettcher

Articles By Jeff Boettcher

Smart Tax Moves That Could Dramatically Lower the Bill on Your Annuity Income Payments Year After Year

Smart Tax Moves That Could Dramatically Lower the Bill on Your Annuity Income Payments Year After Year

Key Takeaways You can significantly reduce the taxes on your annuity income by using timing strategies, tax-efficient withdrawals, and retirement...

The Retirement Income Strategies That Depend on Fixed Annuities to Hold the Line Against Market Uncertainty

The Retirement Income Strategies That Depend on Fixed Annuities to Hold the Line Against Market Uncertainty

Key Takeaways Fixed annuities are one of the most reliable ways to ensure stable retirement income, especially during uncertain market...

Why Fixed Annuities Remain the Rock-Solid Cornerstone of Retirement Income Security No Matter the Year

Why Fixed Annuities Remain the Rock-Solid Cornerstone of Retirement Income Security No Matter the Year

Key Takeaways Fixed annuities remain a reliable solution for retirement income because they provide guaranteed payments regardless of market conditions,...

Comparing Whole Life and Universal Life Policies Which One Fits Your Lifestyle Best

Comparing Whole Life and Universal Life Policies Which One Fits Your Lifestyle Best

Key Takeaways Whole life insurance offers fixed premiums and guaranteed cash value, ideal for long-term financial planning.Universal life insurance provides...

6 Key Insights About Using Fixed Index Annuities in Your Financial Planning You Shouldn’t Miss

6 Key Insights About Using Fixed Index Annuities in Your Financial Planning You Shouldn’t Miss

Key Takeaways Fixed index annuities offer potential market-linked growth while protecting your principal from losses.These annuities provide guaranteed lifetime income...

Here’s Why Fixed Annuities Are Quickly Becoming a Go-To for Retirement Income Strategies

Here’s Why Fixed Annuities Are Quickly Becoming a Go-To for Retirement Income Strategies

Key Takeaways Fixed annuities provide guaranteed income, making them a reliable choice for retirees looking for financial stability.Understanding their features...

Don’t Make These Three Social Security Mistakes

Don’t Make These Three Social Security Mistakes

The largest federal program in the U.S. is Social Security. Every month, around 66 million Americans get benefits, with payments...

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