TAX-FREE RETIREMENT TOOLKIT REVEALS:

How to De-fuse the 401k/IRA Tax Time Bomb So YOU Can Experience a TAX FREE RETIREMENT

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One important factor when planning for your retirement is knowing how much money you will need during your retirement years, but did you know that according to the U.S. Department of Labor,

fewer than half of all Americans have calculated how much money they’ll need in retirement.

Source: http://www.dol.gov

DocuBank:

We’re proud to offer DocuBank to our clients.  DocuBank is dedicated to helping you receive the best hospital care possible. Your DocuBank emergency card lets you and your health care providers immediately access your advance directives and important emergency information.

It’s easy to use your DocuBank card! You or the hospital staff can follow the instructions on your card to obtain your advance directives (health care power of attorney, living will and/or HIPAA release) 24/7 by fax or from docubank.com.

Retirement Planning:
THE ULTIMATE CHESS GAME

There are a lot of pieces – all with specific rules. And those rules can change with a stroke of a pen in Congress.

  • Social Security – claiming strategies have changed!

  • Pension benefit options –what is your best option?

  • Qualified Plans: IRAs/401Ks/403(b)s/TSP – Have you factored in your ‘partner’s’ share

  • Taxes – How can you avoid the largest wealth thief of all?

  • Inflation –  Are you factoring in the stealthy decline of purchasing power?

How are you going maximize your income strategies and minimize your risks? These decisions should be integrated, working together to ensure that your plan will actually work!

72 %

of people surveyed receiving Social Security Benefits, said it accounts for at least 50% of their income.

Source: “Longevity Risk and Reward for Middle-Income Americans,” Bankers Life and Casualty Company Center for a Secure Retirement, in conjunction with the Boomer Project.