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. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site is obtained from sources which we, and our suppliers believe reliable, but we do not guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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