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72T
good_estate_plan.htm
IRA vs. Roth IRA
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Fixed Annuities
Split Annuities
Fixed RMD
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Social Security & Tax Reduction Reminder:

Annuities mentioned can reduce your Tax burden and provide a safe means to guarantee you growth and Income for the rest of your retirement!

 

 

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  Want to RETIRE early? Before age 59 1/2   

 “Eliminate IRS’s 10% early withdrawal Penalty on your 401k, 403b, 

   TSA, 457 plan / IRA  with a 72(t).

 

 

 Understanding the IRA / 401k rollover!       

   Rolling your retirement plans: 401k, 403b, TSA, 457 plans Retirement savings account    

   and estate planning tips.

 

 

 

 Using a FIXED IRA for 72(t) strategy       

   "retire early" before age 59 1/2! Avoid unnecessary  IRS tax penalties.

 

 

 

  Afraid of Running Out of Money?  

 Split Income Strategy - This planning strategy frequently used for 72(t)'s.

 

 

 

  What's new with INDEXED ANNUITIES?

  Some current Equity Index Annuities

 

 

 Equity Indexed Annuities

 How they Performed in worst Bear Market since The Depression?

 

 

 

 Using a FIXED IRA annuity for age 70 1/2 RMD's

   IRA "Required Minimum Distributions" options

 

 

 

 What is a FIXED ANNUITY?

How does an Fixed Indexed Annuity work?  Where does a Fixed annuity fit in?

 

 

   

2nd-to Die, Joint & Survivorship Variable Life Insurance's

The #1 cash liquidity strategy for estate tax planning to pay Uncle Sam his inheritance taxes!  

 

 

 

 What is a GOOD Estate Plan?

  All about today’s modern Living Trusts Should your estate have one?

  Will your Trust do what it should?  

 

 

 

 Inheriting an IRA , 403(b) and 401k!

  Everyone should read this. Helpful tax info.

 

 

 

 What is a STRETCH IRA?

  Every IRA, 401(k) & 403(b) owner NEEDS to know this!

 

 

 REVERSE MORTGAGES :

  What you DON'T KNOW can hurt you !

 

 

 

 Turn your IRA into a Fortune!

  Traditional IRA vs.Roth IRA?   Will you get the "last laugh" ?

 

 

 

 

 

 

 

My Financial Services

 

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Got a Question?

 

 

Don Loper

 

Toll Free 1-866-636-7614

 

E-Mail:  dloper@cfiemail.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Office of Supervisory Jurisdiction:  Centaurus Financial., 110 Schiller Street, Suite 210, Elmhurst, IL. 60126

Phone 1-(630) 530-0345.

 

 

Securities offered through: Centaurus Financial, Inc., 333 City Blvd  West, Suite 2010, Orange, CA 92868, Member SIPC & FINRA (Previously NASD)
Phone 1-(714)456-0852, http://www.centaurusfinancial.com

 


Securities offered through Centaurus Financial, Inc., a registered broker/dealer and a

member of FINRA & SIPC. This is not an offer to sell securities, which may be done only after proper

delivery of a prospectus and client suitability has been reviewed and determined.

 

 

If you are interested in having me as a guest speaker for your events, you can Contact me by Email or call 866-636-7614
 

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