How Are We Different?
Strategic recommendations, paired with ongoing education (in language you can actually understand), helps ensure you gain more insight when making important decisions that will impact your retirement. We will help you decide on topics such as:
- Roth contribution vs. Roth conversion
- Traditional IRA vs. Self-directed IRA
- When to start taking social security income
- Variable annuities vs. fixed indexed annuities
- Pay taxes now vs. pay taxes later
- IRA rollover vs. 401k
- Long term care insurance vs. Life insurance with LTC rider
- Required minimum distributions on inherited IRA
- Annuity Income riders vs. annuitization
- How to get tax breaks using a Charitable Remainder Trust
- Fee based asset management vs. index funds vs indexed annuities
- Maximum 401k contribution vs. maximum IRA contribution