Sound Financial Strategies for the Boomer Market

F I N A N C I A L   A D V I S O R



RMD/IRA Planning

When you turn age 70½ you will have to take a Minimum Required Distribution every year from your pre-tax retirement plans. The Federal Government wants you to liquidate your retirement funds over time so that it is taxed every year. And, when you pass, it will be taxed after it transfers to your spouse, partner or heirs.


Are your retirement funds structured for your benefit or the government’s benefit? Speak with us to make sure your financial strategy is going to be effective.


Contact us for more information on how to insure your retirement income.

There are steps you can take to minimize the damage


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(415) 472-1290