Special Retirement StrategiesDon't leave your future to chance!
We help our clients understand the differences between various retirement vehicles -- including IRA, Roth IRA, 401(k) and corporate pension funds -- so that they can determine which plan or options will help them attain their retirement goals.
Do you have $300,000 or more in your IRA, 401(k) or Pension Plan?
Are you between the ages of 55 and 76 with a net worth over one million dollars? Would you
like to get the money out of those plans, effectively, tax free?
We have an IRS approved method to legally avoid the taxes.
"Pension Max" is a wealth creator for your heirs. If you are eligible for the program,
you should use it. Otherwise, you could be giving hundreds of thousands of dollars back to your
employer instead of providing it to your family.