Friday, February 16, 2024

Take the Highest Payout from Your Pension Plan

 If you are married, approaching retirement, and have a pension plan . . . watch this short video to learn how you can take the highest payout  for the rest of your life without excluding your spouse.

For additional information call 321-252-2340

Thursday, February 1, 2024

Special 401(k) for Business Owners Without Full Time Employees



If you work for yourself and have no employees working more than 1000 hours a year . . . watch this short video to discover the extraordinary benefits of a Solo 401(k) Plan.

For details contact 321-252-2340

https://financialsecurity.video/c6fx5ZmkBF3

#401k #sep #pension #retirement

Saturday, January 27, 2024

Safe Money Alternative to Bank CDs

 If you have money saved in a certificate of deposit, and you would like to earn higher interest and tax deferred growth, but with the same security of an insured account, watch this short video to learn how about a "safe money" alternative to bank CDs.

Thursday, December 14, 2023

Convert Business Equity into Tax Free Retirement

If you have an ownership interest in a profitable business with accounts receivable or market value in excess of $1,000,000, watch this video to learn how you can leverage your business equity into personal tax free retirement income.
Call (321) 252-2340

Saturday, December 2, 2023

2024 Health Insurance Open Enrollment ends Jan 15, 2024!

For a fast, easy, user friendly enrollment experience visit: https://www.healthsherpa.com/?_agent_id=corrie-borde

#easyenrollment #affordablehealthinsurance #affordablehealthcare #healthinsurance 

Guaranteed Lifetime Income Withdrawals

If you are approaching retirement or already retired, and you are looking for the highest and surest way to withdraw money from your retirement savings, watch this video to learn how you can get guaranteed fixed income withdrawals for as long as you live, and without the risk of running out of money.


Call (321) 252-2340 to schedule a consultation / review.

https://financialsecurity.video/c6fH1PKPT2I


#annuity #fixedindexedannuities #GuaranteedLifetimeIncome #lifetimeincome #retirement #supplementalretirementincome

Tax Free Income from Your IRA

 Tax Free Income from Your IRA


If you are currently saving money for retirement in any tax deferred account like an IRA, 401k or 403b, and you'd like a way to convert tax deferred into tax exempt, watch this short video on a retirement savings account with tax exempt growth and tax exempt income.


This is not tax or legal advice, examples are hypothetical, past performance is not indicative of future results.


Call or text to schedule your review 321-730-2536


#rothira #rothconversion #taxefficient #retirementplanning #taxplanning #taxplanningstrategies


https://financialsecurity.video/c6frm4rfXrn

Take the Highest Payout from Your Pension Plan

 If you are married, approaching retirement, and have a pension plan . . . watch this short video to learn how you can take the highest payo...