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How to design the appropriate plan for your goals: retirement, education funding, your dreams...
How to build and keep your estate together. Potential ways to leave more money to your family and less to Uncle Sam.
Qualified and Non-Qualified Deferred Compensation: IRA(s), SEP(s), Keogh(s), Pension and Profit Sharing Plans, 401(k), and Private Retirement Options.
Preserve your income in the event you get sick or hurt and are unable to work.
How to transfer ownership of your business in the event of death, disability, and/or retirement.
Contracts issued by insurance companies, with guaranteed rate of return without risk to principal.
Fixed annuities are long-term investment vehicles designed for retirement purposes. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 ½ are subject to a 10% IRS penalty tax and surrender charges may apply.
How you can best fund a program, how much you will need, and when.
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