We provide assistance in the following areas:

• Traditional IRAs and Alternatives...
  
• 401Ks and Alternatives...
  
• Required Minimum Distributions from ALL IRAs.  Strategies & Alternatives...
  
• Roth IRAs
• Roth Conversions from IRAs...
  
• SEP IRAs...
  
• Treasury Bills
  
• Treasury Notes
  
• Rental Income Properties
• Home Equity Conversion Mortgages (HECM)...
  
• Precious Metals...
  
  
• Strategies, Solutions and Alternatives for:
  
• The Tax Reform of 2018-2025...
• The 3 Types of Money...
  
• All Forms of Retirement Plans
  
• 401(k) Strategies & Alternatives...
  
• 403(b) & 457 Alternatives...
  
• College Solutions...
  
• Charitable Giving with Income Tax Incentives...
  
• Estate Strategies...
  
• Estate Planning Attorneys...
  
• Elder Care Attorneys...
  
• Money Purchasing Plans
• Profit Sharing Plans
• Cash Balance Plans
  
• Federal, State and Local Income Tax Strategies...
  
• Tax Preparers, Accountants and CPAs.
  
• How to Avoid or Eliminate Market Losses...
  
• The 21 Wealth Transfers that threaten your Lifestyle...
  
• Fees vs. Spreads...
  
• The Tax "Time-Bombs"...
  
• "Tax Liens" on your Retirement Plans...
  
• Qualified Retirement Plans Contributions & Withdrawals...
  

Insurance & Protection:

• Disability Income Protection.
  
• Life Insurance: MEC, NON MEC, Term, Cash Value Types and Permanent.
  
• Most forms of Annuities: Single, Flexible, Immediate, Deferred, Fixed, Indexed.
  
• Critical, Chronic, Catastrophic and Terminal Illness Protection...
  
• Long-Term-Care, Asset Protection and Longevity Protection...
  
• Medicare, Medicare Advantage and Medicare Supplement Plans...