Is your IRA set up correctly?
♦ Is your IRA in your trust?
♦ Are your RMDS depleting your IRA?
♦ Do you know what "FBO" means, and why it's important to your beneficiaries?
♦ Are your beneficiaries set up correctly?
♦ Will your children's children inherit your IRA?*
   *with a scheduled appointment, we can provide a personalized report with YOUR financial numbers with guarantees, not maybes, showing how this is possible through stretching your IRA.

Are your CDs and Bonds making good returns?
♦ Are your tax-free bonds causing you to pay taxes on your Social Security?
♦ Are you making zero interest on matured bonds? Why?
♦ Did you know you are paying taxes on money you may not be using inside your CD?

How much do you really know about your Annuities?
VARIABLE ANNUITIES
♦ Does your Variable Annuity really provide you guarantees?
♦ Are you aware of the new IRA tax laws inside Variable Annuities?
FIXED ANNUITIES
♦ Upon your death, what are your spouse's options?
♦ Do you have a cap or limit on your current Fixed Annuity's gains?
♦ Is your Fixed Annuity over three years old? It's time to be reviewed!
♦ Are your funds available to you in full?
♦ Is there a charge for accessing your funds if health situations require it?

It's time for you to understand your investments.

Contact us for a free, no obligation appointment today, or call our office to make a reservation to attend one of our upcoming workshops.

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