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Managing Retirement Money Withdrawals - NEW -
The retirement money in your IRA, 401(k), or other qualified pension account doesn’t all belong to you. You have a partner, the Internal Revenue Service (“IRS”). You must pay your IRS-partner every time you withdraw money, and ...View a clip of the Video |
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All About Index Annuities - NEW -
In the past few months you’ve probably read negative stories about index annuities. Unfortunately, many of these are written to mislead by biased or unknowledgeable authors & contain half-truths and false information. Sadly, much is written by ...View a clip of the Video |
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CBS News 60-minutes 401(k) story - NEW -
The biggest fear for the retirement-minded is running out of money! The fear in now reality due to 401(k) losses with the market meltdown. If your retirement money is in the market – mutual funds or otherwise – this story is for you ...View CBS 60 Minutes Story of 401(k) |
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Where You Should Put Your Retirement Money - NEW -
The results will be articles telling you how much to put in bonds, stock and cash – it seems these are your options. What happened to: Bank CDs, Fixed Annuities ...View a clip of the Video |
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Erasing Your Biggest Retirement Worry
The biggest worry for many retirees is running out of money! The main reason for running out of money is the need for long term medical care. Erase your worries with ...View a clip of the Video |
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Tax-Free Retirement Income & More
How would you like to have part of your retirement money turned into a Tax-Free Income? Plus, for the income that can’t be made tax-free, there are ...View a clip of the Video |
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Addressing Your Greatest Retirement Worry
What's your greatest retirement worry? For most people it is “outliving their money”. Most retirees make the same three mistakes that lead to this nightmare. This ...View a clip of the Video |
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You, Taxes and Retirement
Regardless of where you turn there is a tax – income, sales, property, gas, estate, liquor, tobacco, telephone, import, export, capital gains, unemployment, Social Security, Medicare ...View a clip of the Video |
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Fixed Annuities: A Good Option for Bad Times
Over the past several years fixed annuities has been maligned, slandered and debunked by Wall Street BUT it is now obvious that annuities were the best all along for safety-minded people nearing ...View a clip of the Video |
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Hold 'em or Fold 'em: A Retirement Decision
The investment news is very bad: extremely volatile stock prices, major corporate failures, federal bail-outs, and panic on Wall Street. Most retirement-minded Americans are...View a clip of the Video |
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Understanding Your Mutual Fund
Mutual funds are America’s most common investment
and also the most misunderstood. Mutual funds
have posted great gains in some years AND they’ve
also posted big losses in other years. Are they
suitable for you? View a clip of the Video |
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Tapping Into Your 401(k) Money Before Retirement
Tired of the performance of your 401(k)? Scared stiff a market meltdown will water down your retirement money? ERISA and the IRS allow you to transfer 401(k) money tax free to a safe harbor. Get the details
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WHEN BANK CDS MAKE SENSE
Bank CDs are the safest places to
keep retirement money. They have been mainstay
for many retirement-minded Americans because of
the safety, ease of understanding and
flexibility of maturities. Unfortunately, most
...View a clip of the
Video
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GUIDE TO SOCIAL SECURITY & A BETTER RETIREMENT
When to start Social Security is an important
retirement decision. Starting too soon means
more taxes & too late mean fewer benefits.
Choosing the right time could mean 20% more
retirement income. View a clip of the Video |
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Rolling over your retirement money
This straight forward, easy-to-follow video will
help you map out an excellent plan to safeguard
your retirement money, lower your risks, boost
your earnings and pay fewer taxes View a clip of the Video |
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IS YOUR ANNUITY GOOD OR BAD?
Annuities are probably the most maligned and
misunderstood of all safe money places. They
are championed by some and smeared by others,
but everyone agrees they are not for
everyone…nor are they bad for everyone. If you
own an annuity or are thinking about deferring
taxes by buying one, you’ll want to read this
booklet for the pros and cons View a clip of the Video |
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Risk and reward are traveling companions
Advertisements and testimonials promising you
above-market returns with no risk are everywhere.
The immutable law of investing says this is not
possible. Learn the details and avoid unsuitable
risks. View a clip of the Video |
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