Monthly Archives February 2015

Webinar Replay: Taxes – Oops, do your clients forget about that?

(click on the image above to download the webinar)  Your clients’ 401(k)s or IRAs could be worth 20% to 40% less than they initially expected. Taxes are a difficult reality for many retirees developing a long-term retirement income plan.   Shurwest has a solution to the tax-loss dilemma: IRA Reboot. Help your clients restore the value of their 401(k)s or IRAs to the after-tax value they expected to have, while developing a tax-free guaranteed lifetime income stream to help meet their retirement goals.   Have your clients already retired? IRA Reboot can help them, too. This could be the most powerful
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