Peace at the Peak
Your income, your plans for retirement, your future healthcare expenses, and the continued accumulation of your assets after you stop working and drawing a paycheck all rely on one thing: You and YOUR PLAN.
Tall Ships & Small Ships
This book discusses general concepts for retirement and is not intended to provide individualized financial or investment advice. This book is not intended to provide tax or legal advice. Individuals are urged to consult with their tax and legal professionals regarding these issues. Annuities are long-term insurance products primarily designed for retirement income. It is important to know a) that annuities and some of their features have costs associated with them like surrender charges for early withdrawals; b) that annuities used to fund IRAs do not afford any additional measure of tax deferral for the IRA owner; c) that income received from annuities and other assets may be taxable; and d) withdrawals from annuities prior to age 59 ½ may incur an additional 10% IRS tax penalty. It is important to remember that life insurance may require health underwriting and, in many instances, financial underwriting.
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The Power of Retirement Planning
“Please, call me Rami. We’ll have a meeting, not an appointment. We’ll sit down for coffee, or maybe a light lunch. You can tell me about your grandson and how he plays softball and I’ll tell you about my wife and how I forgot our anniversary. You’ll give me some incredible advice so I look like a hero to my wife and protect my marriage and I’ll give you advice about wealth management, legacy planning and nest egg protection. What I do here is more than build sound foundations for retirement. I build relationships.”