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Finance

 

IRAs, 401(k)s & Other Retirement Plans: Taking Your Money Out

By Twila Slesnick, PhD, Enrolled Agent and John C. Suttle, CPA, Attorney

IRAs, 401(k)

For detailed information about this book, go to:

IRAs, 401(k)s & Other Retirement Plans

 

Work Less, Live More: The New Way to Retire Early

By Bob Clyatt

Retire Early

For detailed information about this book, go to:

Work Less, Live More: The New Way to Retire Early

 

Connect with a Financial Planner in your city. 

Financial Planner


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Find a Financial Planner

The Estate Preservation Advisor deals with some sophisticated financial and estate planning techniques. To verify they are applicable to your situation requires the help of a qualified financial planner.

I have located a service that can find a financial planner in your area. Planners linked into this service have to meet stringent requirements. Consequently, not all cities in the U.S. are represented. If your city is among the ones which are not currently serviced, check back as planners are added monthly.

If this is your profile, you can benefit from hooking up with a financial planner in your city...

  • You are a high net worth individual or a business owner.
  • You want to reduce income and/or estate taxes.
  • You want to know if you are on track to retire, how much you need to retire, when you can retire, and if will you outlive your financial resources.
  • You have changed jobs and want to rollover your 401(k).
  • You want help in developing the best investment plan for your investments, IRA’s, old 401(k) or inherited money.
  • You need an estate plan or want a review of your wills & trusts.
  • You are a business owner and are looking for help with business succession planning, reducing income taxes, executive compensation plans, need to create or review a buy-sell agreement or retirement planning.

This is a free service and you are under no obligation to do business with any financial planner in the network.

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

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