Are you worried about the market and your future?

THE TAX TRAIN IS COMING!

When should you turn on your Social Security?
Is it possible to be in a zero tax bracket in the future?

BOOK AN APPOINTMENT

YOUR RETIREMENT PLANNING SPECIALIST

With more than 25 years in the industry, AAA Life Solutions is dedicated to our clients’ financial stability and committed to working in their best interests. Our priority is—and always has been—our clients. We’re here to help them protect and grow their wealth. We begin by thoroughly listening to their objectives and from there, design-proven, innovative strategies that meet their needs.

BOOK YOUR APPOINTMENT

HOW TO AVOID THE LARGE TAX CONSEQUENCES OF YOUR RETIREMENT ASSETS PASSING TO YOUR FAMILY

“THE TAX TRAIN IS COMING!”
What is the “Tax Train” and what will it do?

Are you aware of ways, (besides a Roth IRA), to supplement your retirement income that nets you tax-free income later on?

How can you leverage your portfolio for future tax environments without market risk but keep good returns?

How can “potential arbitrage” be used to create easy money access with no penalties and no capital gains taxes?

Please join Renée Kennedy, of AAA Life Solutions, for
this informative consultation. Renée will utilize her vast knowledge of financial planning to help you learn new strategies designed to create reliable, consistent income in retirement, while preserving and potentially reducing taxation of your hard-earned assets. Call today to receive a complimentary dinner at Ruth’s Chris Steak House!

BOOK AN APPOINTMENT

CONSULTATION HIGHLIGHTS

  • Is it time to “Lock In” your gains?
  • How to create consistent income for life.
  • How to convert your IRA/401(k) to Tax-Free income.
  • How to protect your assets from catastrophic illness without having to purchase long term care insurance.
  • Getting A Second Opinion – Why getting a second opinion may be the most important financial decision of your life.
  • How will recent legislation affect your taxes?
  • Wills & Trusts - When was the last time you updated yours? Mistakes that could cost your heirs thousands!
  • How long are taxes “on sale”?
BOOK AN APPOINTMENT