In this lesson we will discuss the challenges faced when attempting to find the "perfect" investment or product for retirement savings.
This lesson focuses on how to be tax wise during retirement by becoming better tax diversified.
Learn how to transfer savings from employer provided 401k or other retirement plans with an IRA rollover.
Being tax wise during retirement requires understanding how Social Security benefits are taxed.
Watch a brief case study illustrating how annuities to add greater certainty to retirement income.
Indexed annuities can help grow savings when markets are up, while protecting against market losses.
STRATEGIC ASSET PRESERVATION, INC. is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit their needs and objectives. Investment advisory services are offered through Optivise Advisory Services, LLC a SEC Registered Investment Advisor. Optivise and Strategic Asset Preservation, Inc. are independent of one another.
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