Special Reports Request Page

TO GET COPIES OF THE LISTED 

REPORTS:

CALL: (800) 481-0819 

 Reports on CD's 

1: Ten things your banker doesn't want you to know about CD's!

2: Why CD's may not be the best choice for you in retirement!

3: How to reduce taxes on social security and other income!

4: How risky are bank deposits. The FDIC is gearing up for bank foreclosures!

Annuities

1: How annuities can provide a lifetime stream of income in retirement!

2: Dirty little secrets about annuities!

3: Confused about annuities, the ABC's about annuities!

4: Variable annuities "a dangerous time for retirees"!

POD's

1: Why POD's may or may not be the right choice for you!

Long Term-Care

1: Lean how to have long term-care without making payments!

IRA's, Roths

1: Learn how to prevent the IRS from taking more the 70% of your IRA!

2: Learn the benefits of stretching your IRA to provide tax free benefits to you, while providing a stream of income to your children or grandchildren. In many cases the value of your IRA can more than triple in value and reduce taxes to your heirs.

3: Find out the benefits of converting an IRA to a Roth IRA not only for you, but learn how to leave a tax free (income stream) to your children and or grand-children.

 Bonnie offers a free (1) hour consultation to discuss your current financial position on CD's versus tax deferred annuities or on a "Plan of Action on your IRA Distribution according to the rule found in Publication 590 of the IRS". She has found that most people do not have a plan in place to take advantage of the rules of publication 590.

These reports are taken from articles in financial publications or newsletters relating to subject matter.. We base all information on IRA's or ROTH's on information found in "publication 590 of the IRS".