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Stock Market Profits without Market Risk

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Books

Stock Market Profits without Stock Market Risk

This e-book covers: Market linking CD’s and indexed annuities and life insurance.  How they work, how they have performed. How to select the best quality and most appropriate features.  Tax strategies: tax free accumulation, tax favored distributions, tax free retirement benefits, tax free wealth transfers.  Detailed information of structure and indexing methods.  

Download as PDF  (Available soon on Amazon.com)

Read online as a series of web pages

  • Intro to Market Linking
  • Avoiding Stock Market Risk
  • Proof is in the Performance
  • Tax Tricks
  • Product Selection Tips
  • How Much Can I Make?
  • How Safe is Safe?

 The 3 Things You Must Do in Your 50’s to Guarantee a Successful Retirement

 This e-book covers: The three critical steps that build a successful retirement plan.  The 50’s are when you need to tighten up your financial planning and make important lifetime decisions.  How to protect your assets from market risk.  Optimize your retirement asset allocations.  Adjust social security to trigger the highest benefit possible.  Match investment choices to income needs.  Minimize post retirement taxes.  Shelter then wealth you want transferred to the next generation.  Guarantee a lifetime income to your spouse and yourself.  Dozens of pages of detailed information and expert tips.  

Download as PDF   (Available soon on Amazon.com)

Read online as a series of web pages

  • Introduction
  • Protect Your Retirement Nest Egg from Market Risk
  • Locking In Retirement Income Guarantees
  • Pre-Plan for the Survivor Dilemma
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