Please take the next 10 seconds to complete this survey about your financial future. . . you might rediscover some opportunities for financial growth.
Are you concerned about outliving your income?
Would you like to reduce (possibly eliminate) your quarterly estimated tax payments?
Would you like to see your grandchildren go to college?
Are you concerned about going into a nursing home?
Would you like to earn more competitive interest and preserve the safety of your nest egg?
Are you concerned about the stock market going down?
Would you like to find out how to take money out of your IRA tax free?
Is your house still titled as joint tenancy? (If yes, you are probably making a serious mistake!)
Are you concerned about which option to make regarding your minimum distribution requirements from your IRA at age 70 1/2?
Do you want to get more information on the Inherited IRA that can possibly continue your IRA for 30, 40, 50 years or longer even after you pass away?
Are you concerned about the likelihood that the government will get over 50% of your retirement accounts after you pass away?
If you have answered, Yes, to 3 or more of these questions, you should come in for a complimentary review! Call 412.521.2732 and ask for Alice.
Remember, what you don’t know can hurt you!