Secure Wealth Management

The Problem:
Your IRA isn’t worth as much as you think
it is, but why?
When drawing retirement income from an IRA, taxes will be owed at ordinary income tax rates.
The Solution:
An IRA Reboot. This method will allow you to convert your IRA into a tax-free vehicle with no out of pocket costs.
How it Works:
Systematically transfer IRA assets to cash accumulation life insurance over 3-5 years.
Taxes are paid internally by participating interest policy loans.
The Value:
• Reduce your realized taxation 1/3 - 1/2 during conversion based on performance
• Tax-free guaranteed retirement income
• Tax-free long-term-care coverage
• Tax-free wealth transfer

IRA Reboot A fun way to describe a complex financial strategy on how to protect your retirement nest egg against taxes.

Medicare Open Enrollment is just around the corner (October 15). Now is the time to examine your Advantage policy. Have the premiums changed? Have the benefits changed? Are you just interested in knowing what you are covered for? We are here to answer all of your Medicare questions.

"Today is the day the Lord has made, we WILL rejoice and be glad in it!" Psalm 118:24

It's Healthy Aging Month, what are you doing to improve your health?