Frequently asked questions
* How can I Build It. Use It. Pass It On.
* How Retirees can avoid common costly financial mistakes.
* How to protect the principal in IRAs, 401Ks, retirement savings and lock-in gains periodically.
* How to stay invested in the markets while managing your risks.
* How to earn higher returns on low interest accounts.
* How to secure a 5% minimum interest guaranteed for the life of your assets, regardless of investment performance.
* How to protect your income and avoid outliving your assets.
* How to potentially save significant amounts on your income tax each year.
* How to potentially reduce Taxes on Investment Income & Social Security.
* How to avoid Capital Gains Taxes on highly appreciated assets and property.
* How to protect your home & IRAs from the new 2011 Medicaid spend-down laws.
* How to set up a Living Trust and reduce or eliminate Federal Death taxes.
* How to structure IRAs to reduce Federal & State Income Taxes to Heirs.
* How to protect your Assets from Long Term Care expenses without purchasing traditional nursing home insurance.
* How to spend your children’s inheritance & still pass wealth to heirs.
*How to parlay your IRA into a family fortune.
Questions You May Want Answered in Your
Consultation…It’s Up to You!
Specializing in Retirement Income Planning
and Wealth Preservation.
Copyright © 2011 RSG Retirement Security Group. All Rights Reserved. Securities and Advisor Services offered through Silver Oak Securities, Inc.Member FINRA/SIPC
Disclosures necessary to provide investors with a sound basis to evaluate Retirement Security Group presentations:
*Guarantees apply to certain insurance and annuity products, including optional benefits (not securities, variable or investment advisory products) and are subject to product terms, exclusions and limitations.
*Investments that offer principal protection may carry limitations such as minimum holding periods or age restrictions.
*Guarantees associated with certain investment products may only be available for an additional cost.
*Investing involves risks, including the potential for principal loss and there can be no guarantee the strategies offered will achieve their intended objective.
*Investment Performance is Not Guaranteed
*Variable Annuities are long-term investments designed for retirement purposes. Variable Annuities have limitations, exclusions, charges, termination provisions and terms for keeping them in force. There is no guarantee that any of the variable investment options in variable annuity products will meet the stated goals or objectives. The account value is subject to market fluctuations and investment risk so that, when withdrawn, it may be worth more or less than its original value, even when an optional protection benefit rider is elected. All product guarantees, including optional benefits, are based on the claims-paying ability and financial strength of the issuing insurance company.
*Withdraws from variable annuities are subject to income taxes and withdraws prior to age 59 1/2 may be subject to a 10% tax penalty.
*Investment products and strategies carry risks and there can be no guarantee the strategies promoted will be successful or provide adequate retirement income.
