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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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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IRA Distribution Mistakes You Can Avoid

• What 2 Things Can Ruin Your Retirement Income! (page 5)
• IRA Trusts and IRA Beneficiary Facts! (page 7)
• How you can lower your distribution taxes and increase your income! (page 10)
• How Employer Stock Plans Effect Your Retirement Plan! (page 11)

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Tips & Ideas That Could Save You Thousands!

13 Page Guide To Help You Understand What an Annuity is and Prevent Annuity Mistakes.

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• What 6 Questions you should ask yourself… before doing any 1035 exchanges! (page 4-5)
• How are annuity payments taxed? (page 6)
• How do annuities impact your social security benefits? (page 10)
• For whom may a fixed immediate annuity be suitable? (page 11) Examples Included

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