Highlights Include:

• Do you own ‘company stock’ within your 401k?  Are you aware there is a little known ‘secret’ to pay less tax on that stock?​

• What is your ‘legacy’ plan for your IRA, 401k or Pension Plan?  Did you know these plans are the highest taxed to you and your beneficiaries?  We can show you proprietary strategies to leave more to your family and less to the IRS!

•  What can you do to STOP the required minimum distributions (RMDs) on your IRA or 401k when you turn 70 ½ years old?  We can share with you information that can potentially save you thousands of dollars of taxes!

• How can you roll over your existing 401k with your employer to your own IRA?  We will share with you the best way to do this so that you do not incur income taxes on the rollover!​

• If you’re self-employed, did you know that you can legally put thousands or tens of thousands of dollars per year into a retirement plan well above the 401k or profit sharing plan limits and save from paying huge income tax bills?  We will show you the options available to you today to accomplish this goal!

• What is the best way to take your pension with your employer and how can you prevent your spouse from losing any of your pension income when you die?  Did you know that many people make the wrong selection when they take their pension and their spouse loses half or sometimes all of the pension income when they die?  We will share little-known strategies of how to make up that lost income if you are already taking a pension benefit or how to choose the right strategy before you start payments!

 Fill out the form to the right to learn these important strategies!

• What you can do with company stock (that may save you thousands in taxes).

• The dangers of holding too much company stock (and what to do about it).

• Tax mistakes you can't afford to make with your 401k rollover or Qualified Plan.

• How to prevent job losses or money emergencies from derailing your finances.

#1 Roll Over Your 401k to Access More Investment Choices (That Benefit You)

#2 Keep More of What You Earn By Slashing Expenses

#3 Don't be Tempted to Cash Out

#4 Take Control of Your Financial Life

#5 Work with a Financial Professional