Discussion today focuses on Retirement Threats, Market Volatility, and generating Income for Life.
Today I want to explain how our expertise has helped our own clients to focus on Safety and Sustainable Income.
This week Ed focuses on two different areas. He'll discuss Ways to Accumulate Tax Free Retirement Money for those that have time to build a nest egg before retirement. The second part of the show will go over Protecting the Savings of Those Already in Retirement.
The topic this week is how to develop a tax free bucket for retirement income planning.
This week we touch upon issues with the Affordable Care Act and how you can use supplemental insurance to offset high deductibles. We also discuss securing a lifetime income stream.
This week we cover the points of difference between young people building money for retirement and protecting the money of those people that have already retired. What strategies do you use?
Topics discussed: Is the Market too "frothy" for you? Should you be moving to safety? Do you have an older Annuity? It's time to compare your old annuity with an annuity product that has new features to benefit you!
This week we look at Your Retirement and America's Debt. How is it going to affect your retirement?
Also discussed is How to Develop a Tax Free Bucket for your retirement.
Topics Discussed this week: "The Gathering Storm of Government Debt" and "Reality in Retirement of Using Tax Deferred Money".
This week I'll discuss the advantages of being more cautious as you age and provide evidence of stock market history.
This week we look at the advantages of Life Insurance as a solution to Long Term Care Planning. We also discuss 3 styles of Fixed Annuities.
Should you place your Retirement Money in a "safety first" account, given our current political situation.
This week's topics focus on:
Income Riders for CPAs Cash Value policies for children Generating money for college
This week's topics focus on several different areas:
This weeks broadcast focuses on Market Volatility along with Historical Losses to the Stock Market. We also discuss how to protect your retirement money so you have a secure source of income.
Also covered: Difference between Actual Market Returns and Average Market Returns; Planning for Retirement with Executive Bonus Plan.
Today's discussion focuses on: 1. Retirement Benefits of the Executive Bonus Plan. 2. Annuities with Foreign Indexes 3. Indexes not correlated to stock - Commodity Indexes
Planning for your retirement through annuities, life insurance, and long term care insurance.
Todays' discussion focuses on three items to consider when planning your retirement: Long Term Care, IRAs or SEPs and RMD - Required Minimum Distributions. Also discussed are options for small business owners.