Friday, May 16, 2025

Let's discuss your tax efficient Roth conversion today and tax-free tomorrow strategies!

 Let's discuss your tax efficient Roth conversion today and tax-free tomorrow strategies!


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.

Call: 321-252-2340

Roth conversion 101 video https://financialsecurity.video/c6frm4rfXrn

#RothConversion #Roth #insurance #TaxEfficientPlanning

Saturday, March 29, 2025

Home Mortgage Pay Off

 Home Mortgage Pay Off


If you have a home mortgage, and a monthly payment that is dependent on your earned income, watch this short video to learn how you can pay off your home mortgage or continue making your monthly mortgage payment even if you have no earned income.

Call Borde & Associates, P.A. @ 321-252-2340

Medicare . Health . Life . Annuity . Long-Term Care . Home . Auto . Business

View informational video at https://financialsecurity.video/c6fpbEm9wwg

#homeownership #lifeinsurance #homeownerinsucance

Friday, January 3, 2025

Insured Alternative to Bank CDs

 Borde & Associates, P.A. Corrie Borde

Insured Alternative to Bank CDs is the Multi Year Guaranteed Annuity (MYGA)
If you keep money in a bank CD . . . watch this short video to learn how you can earn much higher interest rates, without annual taxation, while insured for the entire amount.
Call: 321-252-2340

Sunday, October 6, 2024

Your Own Lifetime Tax Strategy

Borde & Associates, P.A. 

Your Own Lifetime Tax Strategy


If you don't like paying any more taxes than you legally need to, and you do not yet have a "lifetime tax strategy" - watch this short video to discover substantial tax benefits available to the average person that most tax advisors know too little about.

Call 321-252-2340

Watch informative video https://financialsecurity.video/c6fbTMKjX0q

#taxes #taxplanning #retirement #retirementplanning

Thursday, September 26, 2024

One Plan for a Lifetime of Financial Security

Borde & Associates, P.A.
One Plan for a Lifetime of Financial Security
If you want one comprehensive plan for a lifetime of financial security, including easily accessible cash reserves and tax free retirement income, but without investment risk - watch this short video to learn how the US tax code enables one contract to provide a lifetime of financial security.
Call 321-252-2340

Sunday, September 15, 2024

Preparing for the Cost of Elder Care

 Borde & Associates, P.A.


Preparing for the Cost of Elder Care

If you are concerned about the possibility of needing home nursing or assisted living care at sometime in the future, and having enough money to pay for it - watch this video to learn how you can protect your retirement income and be sure that you don't run out of money or become a burden on your children.

Call: 321-252-2340

Watch video: https://financialsecurity.video/c6f2DW7AOUN

#custodialcare #longtermcareinsurance #elderlycare #eldercare #retirement #retirementplanning

Sunday, September 8, 2024

Insured Alternative to Bank CDs

 Borde & Associates, P.A.

Insured Alternative to Bank CDs
If you keep money in a bank CD . . . watch this short video to learn how you can earn much higher interest rates, without annual taxation, while insured for the entire amount.
Call: 321-252-2340

Let's discuss your tax efficient Roth conversion today and tax-free tomorrow strategies!

  Let's discuss your tax efficient Roth conversion today and tax-free tomorrow strategies! If you are currently saving money for retirem...