Saving for RetirementPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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Tax Free Retirement IncomeThere are three problems with the way we save for retirement - in a 401k, 403b, IRA or SEP, income taxes, investment losses, and management fees, Together, they can reduce our retirement income by at least 30% or 40%. - but they are all avoidable, how? Watch this video to learn how you can earn Tax Free Retirement Income without those losses.
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WL Retirement PlanThere are three problems with the way we save for retirement - in a 401k, 403b, IRA or SEP, income taxes, investment losses, and management fees, Together, they can reduce our retirement income by at least 30% or 40%. Watch this video to learn more about Whole Life Retirement Plan.
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Pension MaximizationWhen you are ready to retire, but before you begin your pension payout you will need to decide if you want benefits paid only to you for as long as you live, known as a "single life" payout or to both you and your spouse for as long as you both live, known as a "joint life" payout. Watch this video to learn more.
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IRA RolloverMost of us think that we're already doing all we can to minimize our taxes and ethically take advantage of the tax code to pay no more than we need to. But the US tax code is very complex and taking advantage of the long-term implications between deductions, deferrals, and exemptions is difficult. Failing to do so over 20 years can cost you hundreds of thousands of dollars. Watch this video to find out how to be sure you're taking maximum advantage of what the tax code allows.
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