Timothy Sumer

Consider This Program with Joe Clark, CFP and Angi Kinser. In this segment we will cover: Your legacy plan is one of the many things in life that you cannot simply check off your list and forget about. The tax code has changed and I promise you that it will continue to change. We have people that come in all the time with estate documents created with old rules in mind, things that would simply wreck retirements and create havoc for heirs. You must understand why you need annual tax planning and how things like income variability, death, divorce, and job loss can change the whole picture. There are many tax strategies to consider for every situation. You need to make sure you are working with someone who understands what tax planning really means. Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA

Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: How to Withdraw Retirement Funds: Inherited IRA In this segment of Your Retirement Playbook, we will dive deeper into intentional IRA withdrawals. Your Retirement Playbook” is an educational program designed to help listeners better understand their money. Each week Joe will discuss real-life situations in dealing with the Five Critical Elements and The Better Giver. Your Retirement Playbook is brought to you by Financial Enhancement Group, LLC. We have five Indiana locations and take care of families in 32 states. For 25 years, we have helped families prepare for retirement and navigate all that comes along the journey. Our trademarked approach, the Family Focus® process, revolves around the 5 Critical Elements (Your Life After Work, Tax Planning, Investment Playbook, Life Happens – The Good, The Bad and The Ugly, and Legacy Planning) that we believe are the cornerstones to a successful retirement