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Please send me the
requested information.
*Mandatory Fields
We value your privacy. We never sell,
share or rent your info.
Have questions? Text 785-452-8039
HERE'S WHAT YOU'LL RECEIVE!
WHAT'S IN THE GUIDE!
No Rollover Plan
Failing to plan your rollover can lead to tax penalties, missed opportunities, and lost growth potential.
Early Withdrawals
Taking money out too soon triggers heavy tax penalties, eroding your retirement savings faster than anticipated.
Ignoring Beneficiaries
Forgetting to update beneficiaries can cause legal issues and delay payouts, leaving loved ones in financial distress.
Improper Transfers
Using a distribution instead of a direct rollover can lead to withholding taxes and costly penalties, reducing retirement funds.
Required Minimum Distributions
Failing to take RMDs after age 73 can result in steep penalties, reducing your retirement account balance.
Ignoring Roth Conversions
Not considering a Roth conversion can lead to higher taxes later, reducing your flexibility in retirement.
Employer Advice
Over-relying on employer-provided advice can lead to biased decisions that don’t align with your financial needs.
Professional Help
DIY retirement planning can lead to costly mistakes due to lack of expertise in tax laws and investment strategies.
Overlooking Tax Impact
Neglecting to consider tax implications can cause unexpected liabilities, diminishing your retirement income.
CONTACT US
Solutions For Life
1923 S. Ohio
Salina, Kansas 67401
785-452-8039 Mobile
785-404-6664 Office
785-404-6655 Fax
CONTACT US
Solutions For Life
1923 S. Ohio
Salina, Kansas 67401
785-452-8039 Mobile
785-404-6664 Office
785-404-6655 Fax
This site provides insurance information and starts your insurance quotes. Each rate shown is a price based on information provided by the user and the available market products. To apply, you will need to speak with one of our agents. No portion of SolutionsForLifeKS.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.