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Retirement Income Planning
- Prepare IRA rollovers
- Analyze and redesign portfolios
- Develop annual budgets for saving and investments
- Establish Eternal IRAs
- Help clients to retire with a comfortable standard of living
- Help reduce probate expenses, delays and publicity
- Help reduce or eliminate estate taxes
- Coordinate proper management of family assets
- Review proper manner of holding title to property
- Prepare post-death planning and tax strategy
Investment Analysis Planning
- Match investment vehicles with goals and needs
- Evaluate specific investments
- Consider and explain tax consequences
- Analyze risk/return trade-off
- Help you to maximize use of tax deductions
- Defer taxes
- Shift income between family members
- Help reduce taxes through appropriate investments
- Maintain family income in the event of disability or death
- Identify current and future risk exposure
- Evaluate current coverage cost-effectiveness
- Plan for long-term nursing care
Implement insurance and investments with securities offered through LPL Financial, member FINRA/SIPC. Householder Group does not represent proprietary products or participate in the underwriting of public offerings.
Write wills, trusts, buy-sell agreements, and other estate planning documents provided through knowledgeable and experienced estate planning attorneys. Householder Group does not render legal advice.