Understanding Mutual Funds Guide – Avoid Mistakes in Selecting Mutual Funds

• What’s the mutual fund risk to reward potential? (page 5)
• What’s your mutual fund options and is it suitable? (page 7)
• What does turnover mean and how does that effect your mutual funds? (page 9)
• Free Resource Directory (page 10)

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8 Page Guide Will Help You…

From Making The Wrong 401k Rollover Move!

Here’s your chance to get a copy of my guide to preventing 401k rollover and IRA rollover mistakes.

• 3 Best Case Scenarios for the best 401k rollover! (page 3)
• What You Should Do if You’re Between ages 55 and 59 1/2! (page 3)
• What 2 things you must not do when rolling over a 401k or IRA! (pages 5 & 6)
• Save thousands in taxes by understanding how NUA effects your rollover! (page 6)
• How do rollovers work with after tax dollars? (page 7)

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Reduce Taxes and Preserve Your Assets – Six Strategies to Help Retirees

Preservation of your assets is very important to long term wealth.

• How can fixed immediate annuities increase cash flow? (page 3)
• Are there an alternative to tax free bonds? (page 4)
• Free online resources (page 6)
• How to reduce or eliminate taxes on your social security benefits! (page 7)
• When is Long Term Care needed? (page 10-11)

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Avoid Mistakes in Buying Long Term Care Insurance

• Who needs long term care or LTC? (page 3)
• When should you get LTC (page 6)
• 2 Reasons why you should get long term care! (page 7)
• 5 ways to reduce your cost of long term care! (page 10)
• How to decide on a long term care company? (page 12)

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How to best Buy Sell and Exchange Your Life Insurance

• Why would retirees need life insurance? (page 3)
• How to leverage your old life insurance policies! (page 5)
• Understanding Life insurance trusts! (page 6)
• Why you should update your policy by age 55! (page 7)
• Should you sell your life insurance policy? (page 8 )
• How life insurance be used for Estate Planning! (page 11)

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