Through a variety of modules, our app helps you determine how prepared you are for retirement. The software enables you to understand your flow of assets at the end of life, including possible estate tax ramifications, and it can illustrate optimal withdrawal strategies, including Roth conversions. You’ll be able to see the impact of your decisions when you start receiving social security benefits, and it can help you optimize solutions to maximize your social security income. There are also options to help you with Medicare planning. Get the app:
https://www.gwadvisors.net/how/financial-planning-app/
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, NC, NM, NY, OK, PA, SC, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.
Securities offered through Commonwealth Financial Network®, member
www.finra.org /
www.sipc.org, a Registered Investment Adviser. Advisory services offered through Global Wealth Advisors are separate and unrelated to Commonwealth
Global Wealth Advisors | 4400 State Hwy 121 | Suite 200 | Lewisville, TX 75056 | Phone 972-930-1238 |
www.gwadvisors.net
Тэги:
#financial_planning #retirement