(800)-891-8797 Alan@alankifer.com

Guranteed Reliable Income Planning [GRIP]

  • Active or passive? What do you have? What will you have in the future?
  • Making tax-efficient choices: If you have to pay taxes, then pay at the lowest rate practical for you.
  • When to take the IRA withdrawals: Is it smart to wait until you’re 72 years old?
  • Are your income sources/resources “insured”? If not, why not? Do you want that option?
  • What about the “survivor’s” income?
  • Are there Special Needs circumstances?