DUNS# 121868823 / CCR# 8MNQ7

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Retire Ready WORKBOOK & Report

Retirement freedom and financial security begin with understanding All your Retirement Benefit Options, how they work, and how you can maximize what you have worked for. Your Retirement Specialist will Get You Qualified Answers Today.

Take the time to really understand your Smart Retirement – here’s what we cover in a Retire-Ready Workbook:

  • Ways to help you maximize your Social Security at Ages 62 and 66.
  • Taxation of your IRA Accounts, and your Social Security.
  • The 20 States that do Not Tax federal pensions or Social Security, tax friendly states.
  • Creating A Tax-Free Retirement.
  • The Safest Place to put your money with high yields.
  • The Retirement 80% Rule.
  • Spousal Benefit Options.
  • Roth’s, IUL’s, and LIRP Retirement Account Options.
  • Best time to retire for optimal income
  • Long Term Care Planning & Life Insurance with Living Benefits.
  • Medicare and Health Insurance eligibility and Medicare costs.
  • Tax-Free Income Planning
  • Tax-Free Wealth Transfer
  • Advice on other general questions

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This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. Postal Benefits Information Center is not a federal government agency.

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DUNS# 121868823 / CCR# 8MNQ7