The federal government seems determined to raise taxes to fund their huge government spending agenda.

 

Their reckless spending could lead to market instability and global uncertainty – in addition to the unprecedented rise in national debt.

 

These dangerous policies continue to fuel inflation and threaten the US Dollar.

And it's your retirement savings that could ultimately pay the price.

 

Fortunately, a company like Safe Money Solutions LLC, can give you some steps you can take to legally shield your nest egg.

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As a retiree or pre-retiree it is important that you consider the following questions:

 

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(1) Do you have enough guaranteed monthly income to at a minimum pay your essential monthly  expenses for as long as you live?              

(2) Do you need more guaranteed monthly retirement income?

(3) Would you like this income to last for your entire life and for your spouse as well?

(4) Would you like to generate this income without taking any additional risk?

                                   

 

(1) Do you feel nervous about the risk your portfolio is taking just before or during retirement?

(2) Would an investment that produced a reasonable rate of return with no market risk be of interest?

 

(1) Are you concerned about how you would pay for a long-term care event should it occur?

(2)Do you know the estimated costs for this care in 10, 15, 20 years or more?

(3) Should you require care, would you prefer to stay in your home?

(4) If you could use some of your current assets that would also provide 2 to 3 times your investment to pay for long-term care services, including in-home care, would you like to learn about it?

 

(1) Do you have safe money not required for current income that you have earmarked for your heirs or charity at your death?

(2) Would you like more of this money to go to them instead of the federal government?

(3) If possible, would you also be interested in increasing the size of this inheritance at no additional risk?

 

(1) Do you have an IRA you plan on leaving to non-spousal heirs?

(2) Are you aware the stretch IRA is no longer available to use for non-spousal heirs?

(3) Did you know heirs much now distribute all of the IRA assets over a 10-year period?

(4) Could this cause a tax problem for any heirs who are already in a high tax bracket?

(5) Would you like to avoid this potential problem?

 

(1) Do you have RMD’s you don’t need for current income?

(2) Does it bother you having to paying taxes on this income?

(3) Would you like to be able to use this money much more efficiently for heirs or charity?