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

working at a retail store instead of retirement

How Much of Your Nest Egg Would You Like Guaranteed?

Surprise, The Answer is Always 100%! You may have heard me ask this question during one of our Workshops... Read More

working at a retail store instead of retirement

The Invincibility Of Youth Morphing Into Graying Reality

Bob Hope once said, "you know you are old when the candles cost more than the cake." I am old. . . and it ain't pretty! Read More

piggy bank generations

What's a Multi-Generational IRA?

Who will get the money in your IRA if something happens to you? Congress created IRAs to encourage Americans... Read More

cartoon and safe

How "Safe" Is Your CD?

Determining the "Real" Rate of Return. Certificates of deposit (CDs) are intended for the ultra-conservative investor. Why are they appealing to so many? Read More

tax man will take money

Tax Crunch Q and A

Q. Social Security was my only source of income for 2015, is it taxable? A: In general, if Social Security is your only income source, benefits are not taxable... Read More

scale of risk and income

The Truth About Fixed Indexed Annuities

What do Walmart, Wells Fargo, major wire houses and Tony Robbins all have in common? They're all part of a growing stampede to sell Fixed Indexed Annuities... Read More

rainy day savings

A Wonderful Idea for You

If you are like most of us, you probably have accumulated some rainy day money stashed in the bank earning next to nothing. But here is the question: Has it rained... Read More

snags with IRA

Inherited IRA Owners: Watch Out for These Snags

Many people believe that the rules for inherited retirement benefits are too complicated. We agree. Read More

woman calculates her taxes

Tax Season Q & A

Q: I requested my 2015 RMD on December 31st but my IRA custodian (the financial institution where my money is invested), told me I will get a 1099-R for 2016, not 2015... why? Read More

obama on a billion dollar bill

Obama Proposes curbs to retirement-savings Tax Incentives for Wealthy, Heirs

The measures, which affect 401(k) and IRA limits and beneficiary withdrawals, have been proposed in previous budgets to no avail....Read More

puzzle of money

Comparing Tax-deferred Annuities vs. Certificates of Deposits (CDs)

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

older man with lots of money thumbs up

What is a Multi-Generational IRA?

QUESTION: Can you name one of the greatest tax breaks in the U.S. Tax Code? Thanks to the salutary effects of tax-free growth... Read More

hand pulling cash from machine

401 (k) Withdrawals During Retirement

What are your options? That depends on the terms contained in your plan documents - your 401(k) plan sponsor ultimately sets the rules.... Read More

hands are holding up a q and a

Year-End IRA Q & A

Q: I am 73 years old but I still work full time - can I contribute to my IRA? No. Contributions cannot be made to an IRA... Read More

women are being balanced in a scale

Financial Well-being Needs Fixing for Most Women

Women face enormous challenges in their pursuit of a financially secure retirement. The math verifies that Advisors must do a better job... Read More

us and foreign currency

Marc My Word - Life Insurance Strategy

The life insurance strategy both U.S. and Foreign National clients might want... Diversification is one of the guiding principles... Read More

woman looking shocked at empty bank

What Does $100,000 Look Like In Retirement?

And, How to Protect Against Longevity Risk... While advances in modern medicine and healthier lifestyles are... Read More

beneficiary forms in file

Marc My Words

Think about this. You opened your IRA account 20 years ago and named your spouse as the beneficiary of your IRA.Read More

Dollar with red white and blue hat

Goodbye to Two Social Security Claiming Strategies

...Budget Deal Ends Lucrative Social Security Maneuver. The budget deal the White House and congressional leaders... Read More

couple looks at piggy bank

The Bipartisan Budget Act

The Bipartisan Budget Act of 2015 signed into law by President Obama will dramatically impact two Social Security claiming strategies... Read More

Policies folder in file drawer

Dusting Off Old Policies

Does Your Current Policy Need a Make-Over? Many Americans buy various types of insurance policies, put the paperwork in a drawer and never look at it again.... Read More

Joan

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... Read More

pile of money

Marc My Words... Annuities Vs. CDs

How Much of Your Nest Egg Would You Like Guaranteed? Surprise: The Answer is Always 100%... Read More

woman is getting money while saving

Marc My Words...Annuities

Annuities offer exposure to Equities but with downside protection. For the investor, the uncapped indexed annuity: a strategy that purports to allow nervous clients to benefit... Read More

Marc My Words. . . Social Security & Taxation

The Social Security Administration estimates that 96% of American workers are covered by Social Security. ... Read More

gold egg

Marc My Words...

The importance of a well-padded retirement nest egg simply can't be overstated. We all know a stream of income is necessary for living comfortably ... Read More

puzzle

Hybid Plans & Life Insurance/ Long-Term Care

The Need: Let's say you have evaluated the possibility that you will need long-term care at some point in the future and concluded that purchasing ... Read More

dow jones on screen

Dow Jones Plunges 531 Points in Global Selloff

Both the blue-chip index and the S&P 500 posted their biggest one-day percentage drops since November 2011, with the Dow closing 10% below its recent high. U.S... Read More

couple enjoying retirement on beach

Putting Our Clients in Control of Their Future

It's not getting any easier to predict the future, or how changing conditions will affect our clients' retirement strategies. Read More

Blog Archive

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

July 2015 Newsletter - All About IRAs

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.