 Retirement Planning Beneflex Financial Group can provide professional retirement planning for you, your family, and business.
Below are a few topics for your review.
Retirement Calculator, Click Here
Social Security Information, Click Here
IRA Contribution Amounts, Click Here
Charitable Gift Annuity for Me , Click Here
To View the LifeLINC Presentation, Click Here
To Learn More on How to Plan for you Retirement, Click Here SENIORS TOP FOUR CONCERNS - Wealth Preservation (fear of outliving your money)
- Avoiding Excessive Taxation (Income & Estate)
- Giving up Control of Personal Decisions (Failure to set up a living trust)
- Alternatives to Risky Wall Street Investments (Equity Indexed Annuities that provide stock market like returns without stock market risk)
COMMON ESTATE PLANNING PROBLEMS - No Power of Attorney
- No Contemplation of Divorce
- Deathbed Checks
- Fiduciary Fees
- Improper Beneficiary Designations
- Assets in a Unified Trust
- Failure to Provide for Removal of Trustee
- Holding Property as Joint Tenants
- Failure to Plan for a Proximate Death of Beneficiary
For more information on retirement planning, please contact us by calling 800-926-9107 or click here. Thank you!
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