Learn the strategies that can make an impact on your portfolio!!!
To better understand the strategies we promote, this page offers you an overview with links to take a deep dive into what we discussed. We hope this helps you better understand how they work and why we make the recommendation for you. This is for educational purposes only.
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Tax-Free Income with Pre-Tax Funds
The benefits of a ROTH IRA can be huge for some clients. This process when done right may offer you the ability to grow your money Tax-Free with NO RMD's requirements unlike an IRA or 401k.
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Volatility Buffer during a market drop
When your in Retirement taking money out of the stock market can have a very negative effect on your portfolio. This simple strategy shows you how to take money out of a down market without such a financial impact.
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Tax-Free Income with After Tax Funds
When we accumulate funds outside of a Traditional IRA or 401k, we may defer the tax, but what if we can grow, like a ROTH IRA, the funds on a Tax-Free basis for future use? What about a strategy that also provides Long-Term Care?
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Wealth Transfer to the next generation
If you plan on leaving money to your children that is both growing TAX-FREE for you but also for them, this strategy is amazing. You will maintain full control and provide your kids with many benefits they may not have had available.
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