Your IRA Rollover Specialist
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2008 American's for a Secure Retirement Re-Direct has become an affiliate member of the coalition known as, American's for a Secure Retirement. This coalition has introduced legislation to provide retirees with tax breaks on lifetime retirement income. For more information check-out the report they asked Ernst & Young, Llp to provide them. It outlines issues we will all need to address... The potential of out-living our retirement income. Click here to see that report. Lifetime Income Benefits... Financial Planning includes many things; Choosing an IRA, Deciding which type of insurance to buy, Where to rollover your 401(k) money from your previous employer, just to name a few. Does your Financial Planner do your taxes? Does he/she ask about the impact your investments have on your taxes? These are just some of the issues we discuss with our clients. Are you taking any steps to protect your retirement assets? If you could protect your assets:
Some of the strongest financial organization in the country have designed products that provide you and I the ability to count on our savings like our parents old pension plans. Imagine being able to retire knowing you will always have a minimum income. As we near retirement as "Baby-Boomers" we have seen many ups and downs in the market, especially in the last few years. Contact one of our planners today for more information on how you can add a "Safety-Net" to your portfolio today! These "Living Benefits" contracts are available through several of the largest financial institutions in the world! Do you have one yet? Contact your Re-Direct Financial Services Representative for more information.
C.D.'s vs. Long Term Care Certificates of Deposit, one of the oldest, most widely used savings vehicles available today. Some statistics show most people over the age of 55 have at least one C.D. in their local bank. The average C.D. has between $50,000 - $125,000 invested in it. A survey showed most people over age 55 have this type of saving account to take care of medical emergencies, a long-term illness or Nursing-home so as not to burden their family. The statistics are overwhelming that we will all require some form of Long Term Care during our life-time. Whether that care is done at home or in a facility, the daily cost on average is between $100-$300. That's an average of $3,000 - $9,000 per month... How long will your C.D. "Nest-Egg" last??? With the rising cost of healthcare, how much will the per/day cost increase over the coming years? Protecting yourself and your families assets against the sky-rocketing healthcare costs is a must. Long Term Care Insurance policies come in several varieties. We represent several of the top companies that offer Long Term Care Insurance. All can be customized to fit your needs and your budget. Some that will even provide a 100% money back guarantee! Finding the "Right " coverage can be a challenge. Let the professionals at Re-Direct customized a plan to fit your individual and family needs. Contact your Re-Direct Financial Services representative for more information.
Securities Offered
Though Waterstone Financial Group, Member FINRA /
SIPC. Financial Planning provided by Waterstone Financial Group, A Federally Registered Investment Advisor |
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If
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the perfect investment or savings plan, wouldn't it satisfy many if not all of
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