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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

SENIORS TOP FOUR CONCERNS 

1. Wealth Preservation  (fear of outliving your money)
2. Avoiding Excessive Taxation  (Income & Estate)
3. Giving up Control of Personal Decisions (Failure to set up a living trust)
4. Alternatives to Risky Wall Street Investments (Equity Indexed Annuities that provide stock market like returns without stock market risk) 

COMMON ESTATE PLANNING PROBLEMS

1. No Power of Attorney
2. No Contemplation of Divorce
3. Deathbed Checks
4. Fiduciary Fees
5. Improper Beneficiary Designations
6. Assets in a Unified Trust
7. Failure to Provide for Removal of Trustee
8. Holding Property as Joint Tenants
9. 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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