Do you know the RIGHT questions to ask your financial advisor?

According to the US census 77 million people were born between 1946-1964, they are what is widely considered the "Baby Boomer" generation. With the first baby boomer turning 65 on January 1, 2011 as the beginning of a tidal wave of "Boomers" filing for social security and medicare. Our system of supporting  these new retirees is very much going to feel the "Stress" of all these new program participants.

With the US tax payer stretched to the limit, and the funding of our national endowment programs in question. How can you protect your retirement income and put some Gold in your Golden years?

Proper financial planning.....that's how !

This is a topic of such great importance, some mistakes can result in a huge tax liability or loss of account value,  we felt in necessary to put together some questions you can ask when choosing your retirement professional or checking the level of knowledge for your current planner.

So here you go.......

1. How do you stay current on key IRA tax laws?

2. What training have you taken on proper IRA distribution planing?

3. Who will get my Retirement account when I pass away?
     How do you keep track of my beneficiary forms?

4. What can you recommend I do to limit my income tax liability on my retirement income?




*This advice is by no means an endorsement or solicitation of any kind. Any financial decisions should only be made after due diligence and if in line with your own personal financial goals. Selecting a quality financial adviser...NOT a stock broker, is one of the most important decisions you can make regarding your financial future.  Proper financial planning includes expertise in IRA Tax law, Income planing and budgeting, risk management, estate concerns and securing a lifetime income stream.

Scott Florin
Financial Equity Group Winona
fegwinona@gmail.com
507-459-9100