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

pencil is erasing risk

Why Choose an Indexed Annuity?

It is happening already. Advisers and their firms and Accountants are being sued for mistakes in handling distributions from IRAs. Read More

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Missteps With IRA Distributions

It is happening already. Advisers and their firms and Accountants are being sued for mistakes in handling distributions from IRAs. Read More

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IRA Prohibited Transactions

What is a prohibited transaction? A prohibited transaction is an impermissible transaction under the Internal Revenue Code that occurs between an IRA and a disqualified person. Read More

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8 Signs That an IRA/401(k) is Broken and How to Fix Them

1. You Have No Formal Distribution Plan or Exit Strategy. 85% of the 77 million Baby Boomers have no formal distribution plan to...Read More

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The Story of Barbara...

Meet Barbara - she is 73 year old widow that has $400,000 in CDs at Wells Fargo Bank. Barbara has social security benefits and a small monthly pension from her working years. Read More

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Wealth Protection Planning

We segment the Wealth Protection Plan into four distinct zones. The zones represent different phases of your investment life and include...Read More

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Retirement Plan Still Working Exception

If you have a qualified employer retirement plan, you generally need to start taking your (RMDs) no later than April 1st of the year following the year you turn 70 1/2...Read More

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What's New?

Many changes have been in the works over the past year and 2015 will see a lot of those changes implemented. These changes include things that can impact...Read More

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Prohibited Transactions and IRAs

Prohibited transactions can trigger dire tax consequences with respect to your IRA funds. If you fail to follow the rules set forth by the IRS...Read More

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Tax Season Q & A

Q: May I deduct losses in my IRA on my 2014 tax return? A: Not unless you withdraw the entire balance from all of your IRAs of the same type... Read More

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Projecting Healthcare Expenses During Retirement

One component of retirement planning that many Americans typically underestimate is healthcare costs. Read More

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The Fixed Index Annuity Advantage

When will interest rates rise? Is the market headed up or down? Many consumers near or in retirement have chosen to adopt a wait-and-see approach when it comes to their retirement... Read More

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What GOA Found

66% of Americans say they are worried about not having enough money for retirement. . . As life expectancy increases, the risk ... Read More

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Naming a Trust as an IRA Beneficiary

Do you have or plan to set up a Multi-Generational IRA strategy for your loved ones?
Read More

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Worried About the Stock Market?

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

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The Truth About Fixed Indexed Annuities

Okay, it has been said that Uncle Sam owns up to one-half of your IRA monies in taxes when you take distributions during retirement. But what to do to reduce this hellaceous impact on your income? Read More

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A Clever Tax Tool for Your IRA's

Okay, it has been said that Uncle Sam owns up to one-half of your IRA monies in taxes when you take distributions during retirement. But what to do to reduce this hellaceous impact on your income?

man scared of long term costs

IRA News

People often ask about the roles that government plays in the IRA Rules. For those not deeply familiar with IRA's, this may sound a little odd....Read More

man scared of long term costs

CD Rates Got You Down?

It has been my experience that most CD owners are disappointed with the low rates that they are currently receiving...Read More

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

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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

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Minimum Social Security Benefit Protects Survivors

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

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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

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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

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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

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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

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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

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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

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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-riskA 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

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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

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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

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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

Your Money and Family Today


Newsletters from Marc Weiss

Your Money and Family Today Newsletter Image

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 could take 35% to 80% ... Read More

More Newsletters

June 2015 Newsletter - Hot Planning Topics & Strategies

May 2015 Newsletter - What to Expect When You're Retiring

April 2015 Newsletter - Time to Spring Clean for Retirement

March 2015 Newsletter - Tax Season is in Full Bloom

February 2015 Newsletter - Winter News

January 2015 Newsletter - 2015 Is Already Here - Are You Prepared?

December 2014 Newsletter - Happy Holidays

November 2014 Newsletter - The Times They Are A Changin'

October 2014 Newsletter - Retirement Planning Doesn't Have To Be Scary

September 2014 Newsletter - Evaluating Your Retirement

August 2014 Newsletter - Naming a Trust as the Beneficiary of Your IRA

July 2014 Newsletter - Solving the Dilemma... All About TLC

June 2014 Newsletter - Pre-Summer Retirement Planning

May 2014 Newsletter - Maximizing Your Retirement

April 2014 Newsletter - April Showers Can Bring May Flowers... And Mud

March 2014 Newsletter - Little Known Tax & Retirement Facts

Feb. 2014 Newsletter - Winter Planning: What You Need to Know

Jan. 2014 Newsletter - Happy New Year

Dec. 2013 Newsletter - Seasons Greetings

Nov. 2013 Newsletter - Fall Retirement News

Oct. 2013 Newsletter - Taxes Are On Sale

Sept. 2013 Newsletter - Will You Outlive Your Retirement Nest Egg?

Aug. 2013 Newsletter - Summer Ends, Planning Begins...

July 2013 Newsletter - Boosting Your Social Security Benefits

June 2013 Newsletter - Hot Topics for Baby Boomers

May 2013 Newsletter - May You Be Healthy, Wealthy, and Wise

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


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

Ron Plafkin


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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


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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

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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

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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.