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Wealth Twins Wealth Pack

369 members • Free

15 contributions to Wealth Twins Wealth Pack
Rollover annuity
Hello, I've been a member for a few weeks and am appreciative of the knowledge that im gaining. I am 65, recently retired from a job, and live on a pension. I have a savings where im looking to do a bridge acct so I can put some funds in a high interest acct, and conservative growth fund such as index and also bonds. I also have an in a 457b that I'm considering rolling over into another annuity. What are your thoughts on rolling the present annuity over into another annuity for 5 years?
0 likes • 2h
@Nadia B thank you. I am doing my due diligence.
Actively vs Passively Managed Funds
Hey Wealth Packers, I was just in the process of editing a short and came across this piece of info we did in one of our latest videos that I wanted to drive home and it is about understanding the difference between two types of ETFs that exist and the fees associated with them. Here is the clip, just in case you missed it in the longer video.
0 likes • 1d
Welcome to the community @Darling B darling
0 likes • 2h
@Rosemarie Allen welcome to the community! The twins are creating a great service.
This week's newsletter might make some of you uncomfortable. 😬
We read a study this week that stopped us in our tracks. It's not about market crashes or bad stock picks. It's about something way more common, and way more expensive, than most people realize. If you've ever kept money "safe" in a savings account instead of investing it.. this one's for you. Check the classroom for "The #1 Wealth Killer No One Talks About
0 likes • 1d
@Darling B darling welcome to the community
Investing time in investing
How much time does it take to make smart investments . Which video gives more guidance? I am busy during work and life but do want to learn more about this.
0 likes • 3d
Very helpful. Thank you.
Key To Wealth
Just just completed “Key To Wealth”, very informative. I Love the way the Twins explain all the features. I have a few brokerage account. I am trying to see would benefit my hubby and I. I am preparing to open his a HSA. Thinking about this as I texting, I think a joint account would be manageable for me. Please feel free to let me know your thoughts. Enjoy the rest of your day 🦋💗
3 likes • 4d
I also enjoyed yhe key to wealth tutorial, the breakdown of brokerage accounts and walking thru opening a brokerage acct.
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Donna Morris
3
43 points to level up
@donna-morris-9421
Independent Business Owner working in health & wellness community

Active 1h ago
Joined Jul 20, 2026
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