Why Isn’t Investing About Performance?
In this report, we’re going to explain some of the different factors, both positive and negative that can affect your financial security, so you’ll be fully aware of the potential outcome. Please consider the following: [...]
Pay Less Income Tax for IRA Distributions
In the example below this client is taking money from their IRA’s. They would like to take more money and pay less income tax. This dilemma hits taxpayers each and every tax year. Taking More Money from [...]
A Cash Transfer Strategy
The Bakers, ages 59 and 57, are still working and are currently in the highest tax bracket. They were seeking ways to reduce their current tax burden. They had accumulated $460,000 in various CD’s and [...]
Annuity Transfer Case Study 2
Elsie Carter is an 81 year old widow who had an annuity valued at $274,000. Elsie did not need the income and planned to leave the annuity to her daughter. Elsie was concerned about the [...]
Annuity Transfer Case Study
Mrs. Millie Cramer, a 78 year old widow, has owned a fixed indexed annuity for 5 years. She has other income sources and her LTC needs have been taken care of. Millie plans to leave [...]