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:
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."
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
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
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
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
Many people believe that the rules for inherited retirement benefits are too complicated. We agree. Read More
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
The measures, which affect 401(k) and IRA limits and beneficiary withdrawals, have been proposed in previous budgets to no avail....Read More
One of the basic questions that should be asked is how to compare a tax-deferred annuity to a certificate of deposit....Read More
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
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
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 face enormous challenges in their pursuit of a financially secure retirement. The math verifies that Advisors must do a better job... Read More
The life insurance strategy both U.S. and Foreign National clients might want... Diversification is one of the guiding principles... Read More
And, How to Protect Against Longevity Risk... While advances in modern medicine and healthier lifestyles are... Read More
Think about this. You opened your IRA account 20 years ago and named your spouse as the beneficiary of your IRA.Read More
...Budget Deal Ends Lucrative Social Security Maneuver. The budget deal the White House and congressional leaders... Read More
The Bipartisan Budget Act of 2015 signed into law by President Obama will dramatically impact two Social Security claiming strategies... Read More
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
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
How Much of Your Nest Egg Would You Like Guaranteed? Surprise: The Answer is Always 100%... Read More
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
The Social Security Administration estimates that 96% of American workers are covered by Social Security. ... Read More
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
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
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
It's not getting any easier to predict the future, or how changing conditions will affect our clients' retirement strategies. Read More
- Traversing the New Retirement Landscape
- Some Objections to Annuities
- All About IRA's
- Spousal Beneficiaries: Treat As Your Own Option for IRAs
- Case Studies and Our Solutions
- Why Choose an Indexed Annuity?
- Missteps With IRA Distributions
- IRA Prohibited Transactions
- 8 Signs That an IRA/401(k) is Broken and How to Fix Them
- The Story of Barbara...
- Wealth Protection Planning
- Retirement Plan Still Working Exception
- What's New?
- Prohibited Transactions and IRAs
- Tax Season Q & A
- Projecting Healthcare Expenses During Retirement
- The Fixed Index Annuity Advantage
- What GOA Found
- Naming a Trust as an IRA Beneficiary
- Worried About the Stock Market?
- The Truth About Fixed Indexed Annuities
- A Clever Tax Tool for Your IRA's
- IRA News
- CD Rates Got You Down?
- Scary LTC Facts
- 3 Questions About Your IRA Custodian
- Minimum Social Security Benefit Protects Survivors
- The Allure of Indexed Annuities...
- Comparing Tax-deferred Annuities
- We Care
- Three Case Studies
- Why You Should Buy a Fixed Indexed Annuity
- Who Inherits Your IRA?
- Who Inherits Your IRA? Part 2
- Who Inherits Your IRA? Part 3
- A Chance To Invest Without Risk
- AARP Says People Need Guaranteed Income... from an Annuity
- Preserve, Protect & Defend
- Some Objections to Annuities
Your Money and Family Today
Newsletters from Marc Weiss
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
What our clients are saying...
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.