Our mission is to serve retirees by providing secure retirement strategies that fit our client's goals and needs. Our primary focus is to help protect our client’s principal and earned interest, while providing income that they can never outlive.
WE HELP CREATE SOUND FINANCIAL STRATEGIES FOR THE DAYS AHEAD.
Dedicated to enhancing both your current and future way of life.
WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.
We love helping our community make informed financial decisions about the days ahead.
WE ARE CONTINUOUSLY KEEPING YOU IN THE FINANCIAL KNOW.
By keeping you updated on the latest financial news and media!
We here at Risk Free Retirement Planners specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
With the first group of Baby Boomers turning age 70 ½ this year, there is a whole new group of IRA owners who will begin taking required minimum distributions (RMDs). It is important that they know the rules about aggregating RMDs in order to avoid ...
This week's Slott Report Mailbag answers a consumer's question on how to handle taxes with charitable gifts and walks a husband through the complicated process of moving IRA funds to a Roth IRA while facing required minimum distributions (RMDs)....
Have you ever made non-deductible IRA contributions? Or, rolled over after-tax funds from your company plan to your IRA? If so, you will want to know about the pro-rata rule. The pro-rata rule almost always determines the taxation of an IRA ...