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RETIREMENT PLANNING
As
average life expectancies increase, so does the need for retirement
planning. A hundred years ago a retiree
could expect to live only a few years past age 65. Now, it is not
unheard
of to live beyond age 100. Funding a
retirement that could last more then 30 years can be challenging. The sooner younger aged workers understand
and plan for the future, the more likely they are to have a financially
secure
retirement. Call us today to get
started.
PENSION
MAX
Traditional
defined benefit retirement plans may require an employee to select one
out of
several monthly benefit amounts. A
popular option is allowing a spouse to continue to receive benefits
after the
retirees death. This option will, more
then likely, require the employee to accept a monthly amount that is
less then
the full benefit amount. What if there
was a way the employee could take the full retirement amount and still
provide
for the spouse in the event of death? "Pension
Max" is just that. An
employee preparing to retire should check into Pension Max before
selecting
their retirement option. Call us for
details.
BUSINESS
REAL ESTATE
A
successful business often times will own the building or real estate
they
operate in. Liquidating the property and
paying a hefty tax is not the only option available.
We offer financial solutions, which allow a
business to liquidate property and potentially transfer/defer the taxes
and basis
to
another investment. Call Jason D Wingert
for details. (accreditid investors only)
COLLEGE
SAVINGS
Paying
for college can be a huge burden for a family, especially if they have
several
children. The key is to put as much money aside when a child is young.
This allows
the funds to compound for a longer period. Knowing
today's tuition costs and factoring
inflation are just part of
calculating what it will take to save for a child's college expenses. Contact Jason D Wingert for details.
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Do you or
someone you know.............
h Spend
more time planning vacations
than retirement?
h
Want to save for a child's education?
h
Not really understand an employer's life and disability income insurance plan?
h Spend too
much money on medical insurance?
h Feel like
the IRS is getting too much?
h
Plan to care for a parent or sibling in the future?
h
Contribute to a 401(K) and not understand the plans
options?
h
Have retirement plans with previous employers?
h
Not fully understand the impact of inflation and taxes?
h
Not have a will or trust?
h
Feeling trapped in an investment property because
potential taxes?
h
Wish to invest but are not sure how to go about it?
If
you answered yes to any of
the above questions, contact
us to learn
about the options
available to you!
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