If you want tax free income at retirement without the risk of losing any of your money in the stock market, watch this short video to learn how sections 101 and 7702 of the tax code enable you to save, grow, and protect your money for a tax free retirement.

With a holistic approach, we assist our clients in achieving their financial goals and objectives, using safe, proven and effective strategies.

 

Regardless of your status, we recommend the following strategy for people planning for retirement:

1.  Have a plan and work with a trusted financial professional. (Validate your plan.)
2.  Cover your basic expenses in retirement with Guaranteed Lifetime Income streams.
3.  Optimize the rest of your portfolio to protect you against inflation.
4.  Maximize your Social Security benefits.
5.  Have a plan for Long-Term Care.
6.  Use your home equity wisely.
7.  Use life insurance as the most efficient way to pass wealth to heirs and charity.

The best way to ensure you enjoy financial peace of mind throughout your retirement years, is to follow this sound financial strategy.
 

 

Peter Wolf

Abundant Prosperity Associates, LLC
3039808916