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GET YOUR FINANCIAL LIFE IN
ORDER Action: Result: Your financial goals and future are up to you! But there are so many options! How do you know which one will best fit your unique needs? Take advantage of our free consultation and let us help you to see the retirement that you hope for. The money that you pay yourself through your IRA – annually up to $3000.00 for individuals or $6000.00 for couples filing jointly – can make a big difference in your retirement years. You can even contribute to a non-working spouse. The longer that you put it off, the harder it is to catch. Even if you only put aside a small amount, it’s worth it to start now! There are valuable tax advantages to consider as well, since your contribution earnings are either tax deferred*, tax exempt*, or tax deductible*, depending on the type of investing you choose. We will sit down with you and help you to examine a wide range of investment options, including alternatives such as ROTH IRS’s, ROLLOVER IRA’s, IRA CONSOLIDATION, 529 PLANS, COVERDELL EDUCATION SAVINGS ACCOUNTS, ANNUITIES, VARIABLE UNIVERSAL PLANS, and so much more. You work hard for your money…isn’t it time for your money to work for you? Call today for an free consultation appointment. Be sure to fully understand the tax fields mentioned and how you can use them. Go to "Investment" page and click on the "Tax Now, Tax Later, Tax Never" page. |
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