Safe Money Investing & Tax Reduction Strategies for Seniors

Safe Money Investing & Tax Reduction Strategies for Seniors emphasizes what we call “safe money” investing because retaining capital and living off income is so important for seniors. Many of Philip Richardson’s clients no longer want to have their money exposed to the ups and downs of the stock market. This book helps readers to build an understanding of wealth retention strategies using a variety of tax-deferred strategies, including insurance and annuity programs.
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The information provided herein is the exclusive property of The Richardson Group. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
© 2020. The Richardson Group. 

Safe Money Investing & Tax Reduction Strategies for Seniors

Safe Money Investing & Tax Reduction Strategies for Seniors emphasizes what we call “safe money” investing because retaining capital and living off income is so important for seniors. Many of Philip Richardson’s clients no longer want to have their money exposed to the ups and downs of the stock market. This book helps readers to build an understanding of wealth retention strategies using a variety of tax-deferred strategies, including insurance and annuity programs.