Roth IRA 401K Nest Egg

Americans face two threats to their retirement nest egg. . .

Outliving their nest-egg. . . and having that nest-egg lost to immediate, excessive, and needless taxation.

There are huge tax advantages that allow people with IRAs to create enormous tax-deferred and even tax-free wealth for themselves and their families, but these are largely unknown by financial advisors and their clients.

Instead, these retirement accounts will be lost to heavy and immediate and unnecessary taxation.

People need to work with our Distribution Experts to take advantage of IRA distribution rules that will allow them to parlay their IRAs into a family fortune.

The average advisor is not an IRA Distribution Expert.

Call us today at 800-831-2901 for your free copy of this valuable resource:

"Retire Tax Free"  Book by Kelly

Personal Reviews. . .

"Outliving one's money is the number one fear of the senior community. This book supplies the answers on how to stretch those dollars to the max. Thank you for showing us how we can help others live a more secure and better life."

"Wow!!!! I stayed up until 3 a.m. to finish Patrick's book. I just couldn't put it down. This is a concept perfectly articulated in simple terms."

"As both a CPA and Financial Advisor, I have been advising clients for years regarding the importance of tax-efficiency planning. Tax-Free Retirement is a tremendous educational tool for my clients because it provides clarity regarding tax-efficient alternatives to qualified retirement plans."

Articles From My Blog View Marc H. Weiss's profile on LinkedIn

man scared of long term costs

Scary LTC Facts

Long-term care is a huge personal fear… A financial disaster waiting to happen, and yet many feel the obvious solution, buying long-term care insurance...Read More

social security claim approved

3 Questions About Your IRA Custodian

Not all custodians are regulated by the IRS and not all IRA custodians are created equal. You want to make sure you really know your custodian so start...Read More

social security claim approved

Minimum Social Security Benefit Protects Survivors

Everyone knows that Social Security rules are complicated and occasionally even I get them wrong...Read More

money puzzle

The Allure of Indexed Annuities...

Not one Fixed Index Annuity owner has ever lost their principal or profits due to market volatility or insurance company failure...Read More

money puzzle

Comparing Tax-deferred Annuities

One of the basic questions that should be asked is how to compare a tax-deferred annuity to a certificate of deposit....Read More

couple working on finances

We Care

With over 10,000 Baby Boomers expected to retire each day for the next 18 years, withdrawal and decumulation strategies will dominate the direction of our discussions with clients....Read More

hand writing about money

Three Case Studies

Case Study I: "Never wants to run out of money." Joann is Age 54. She is divorced with one grown daughter age 28. Joann has been investing her old 401(k) money in Bond and Stock Mutual Funds for the past several years. Her original money was worth $320,000 but is now....Read More

hand writing about money

Why You Should Buy a Fixed Indexed Annuity

Sometimes, people can be so afraid of being sold something that they strangle their own deductive reasoning. I had a meeting with a handful of our clients last week. One of the clients said, "if people actually understood the mechanics of a Fixed Indexed Annuity, everyone would purchase one!" I told him he was absolutely correct....Read More

uncle sam

Who Inherits Your IRA?

Who will get the money in your IRA if something happens to you? How can you be sure? You might be surprised to learn that Uncle Sam, in his tax man guise, could take 35% to 80% of your IRA assets...Read More

two generations

Who Inherits Your IRA? Part 2

The Multigenerational IRA concept has been around since 1999 when the Internal Revenue Service (IRS), in a Private Letter Ruling, stated that a man who inherited his mother's seven-figure IRA could name his own beneficiaries. Read More

two generations

Who Inherits Your IRA? Part 3

Since the IRS began embracing the concept of stretching distributions, IRA owners can now create a legacy of income for their children and grandchildren. Read More

manage-investment-no-risk

A Chance To Invest Without Risk

Is it possible to participate in the stock market without risk? The short answer is yes: with equity-indexed annuities, it is possible to avoid the downside of the market. Read More

hold on to your nest egg

AARP Says People Need Guaranteed Income... from an Annuity

In light of today's fragile and unpredictable economy, many individuals are forced to look at ways to provide GUARANTEED income for life from their retirement savings. Read More

shock from trust

Preserve, Protect & Defend

What if I name a trust as a beneficiary of my IRA? A trust may be a valuable tool in estate planning but when it comes to IRA distribution planning, it can be a potential disaster... Read More

objections to annuities

Some Objections to Annuities

What if I name a trust as a beneficiary of my IRA? A trust may be a valuable tool in estate planning but when it comes to IRA distribution planning, it can be a potential disaster... Read More

What our clients are saying...

Marc truly protects and cares about his clients. Well mannered, very focused, very professional with a kind caring heart, he is involved and gives back to the senior community. In short, accountable! I am grateful to be able to associate with him. I recommend him to anyone in need of his financial planning and services he provides.

Richard Weatherman, CFO
Marketing Smart, LLC


More Testimonials...

The Hercules of annuities and retirement planning, Marc will wrestle the three headed monster of taxes, returns and security for you!!!

Ron Plafkin


More Testimonials...

Thanks to your careful investigation into my current financial situation and financial holdings they were able to move some of my money around in such a way to stop the heavy losses I had been experiencing. Instead I began to see some increases even during this economic downturn in the US right now.

Ellen Makenna, CEO
Marketing Smart, LLC
producer of CareResourcesLocator.com


More Testimonials...

We can now retire safely with a guaranteed lifetime income thanks to the outstanding guidance we receive from Marc Weiss. As our Advisor, Marc takes the time to understand our goals and help us to know how to accomplish them. He is awesome!

Buzz and Elke Cohen

More Testimonials...

About five years ago after losing over one-third of my IRA money with my old broker, my accountant referred me to Marc. His recommendations and servicing of my account has definitely grown my money over 50% and now I have a program that is guaranteed to NEVER lose money! Marc kept his word and my money is growing just like he guaranteed it would.

Michael Wren

More Testimonials...

Archer Weiss is the #1 provider of Retirement Distribution Tax Planning.

We are the Preeminent Safe Money Experts in the San Fernando Valley. We advise tax advisors and our own select clients how to eliminate the devastating consequences of heavy, immediate, and unnecessary taxation using little known sections of IRS code. We show them how to bullet proof their nest egg so they can retire free from fear, with a sustainable guaranteed income for life.