Retirement Planning

Our unique and proprietary systems and services will take you from where you are today, to your Financial Independence Day, so you can begin to live the life you really want.  Select any of the headings below to learn more about them now.

Retirement Planning Services & Products

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The 4x4 Financial Independence Plan ˢᵐ

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The Smart 401(k) Supercharger ˢᵐ

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The Smart College Cost Eliminator ˢᵐ

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The Smart Debt Eliminator/Credit Builder System ˢᵐ

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The Smart Investment Property Evaluator ˢᵐ

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The Smart Mortgage Paydown Accelerator ˢᵐ

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The Smart Social Security Benefits Maximizer/Retirement Healthcare Expense Estimator ˢᵐ

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Annuities

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Coaching and Consulting

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Delaware Statutory Trusts

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Insurance-Disability

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Insurance-Life

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Mortgages-Forward

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Mortgages-Reverse

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Notes

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Real Estate Rentals (Direct)

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Real Estate Rentals (Partnerships & Syndications)

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Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's

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Securities (Provided Via Lifetime Financial)

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Browse All Retirement Planning Articles, Videos, Podcasts

How to Pay for Long-Term Care: 8 Strategies

How to Pay for Long-Term Care: 8 Strategies

Retirement PlanningFor most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later.Long-term care planning—if not now, when? Two big...

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Tax-Smart Strategies to Pay for College

Tax-Smart Strategies to Pay for College

Tax PlanningA special report by the Bradford Tax InstituteIn this newsletter we review: How Are 529 College Savings Account Withdrawals Taxed? Child's College: Use a 529 Plan or Tap Your Roth IRA? Tax-Smart College Savings Strategies for Parents Paying for College—a...

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Essential Tax Tips for IRAs

Essential Tax Tips for IRAs

Tax PlanningDenise Appleby, APA, CISP, CRC, CRPS, CRSPWoe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible, it's best...

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The Smart Tax Planning Newsletter January 2022

The Smart Tax Planning Newsletter January 2022

Tax PlanningEvery month we provide you with a fairly detailed review of several Important Tax Topics. Scan through the highlighted topics noted below.  In This Month's Newsletter We Review: Is Your Sideline Activity a Business or a Hobby? Self-Directed IRAs Using a...

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