Safe Money Retirement®

Welcome to your ideal retirement! Safe Money Retirement® is led by a Certified Financial Fiduciary®, meaning your best interests are always our #1 goal, and a Retirement Income Certified Professional®, meaning we have extensive training in all forms of retirement income and can help you plan for what's next.

✓ Retirement Tax Planning (how to smartly take care of all that pre-tax money in your IRA, 401(k), TSP, etc)
✓ Guaranteed Lifetime Income (that neither you nor your spouse can ever outlive)
✓ Fixed Growth Plans (fixed annuities that work like CDs, just with higher rates and no annual taxes due)
✓ Fixed Indexed Growth Plans (fixed indexed annuities that allow you to reallocate annually with zero losses)
✓ LTC Planning (over 70% of people over 65 will need some form of Long Term Care, so a plan is important)
✓ Legacy Planning (what do you want to leave when you're gone and do you want your dependents to have to pay taxes)

Is Your Retirement Safe?


Safe Money Retirement®

Country music superstar Trisha Yearwood brings holiday magic and heartfelt stories to this special episode, sharing behind-the-scenes moments from her new Christmas album and her symphony tour. Host Tim Wood and his wife Melissa dive into favorite songs, family traditions, and the unforgettable experience of tasting Trisha’s famous biscuits. From Nashville concerts to Disney memories, listeners get a glimpse of Trisha’s down-to-earth personality and the joy she finds in connecting with fans. Discover why her music and holiday spirit resonate so deeply—and why her upcoming tour is a must-see event.

6 months ago | [YT] | 0

Safe Money Retirement®

This is excellent info about Roth accounts from my colleagues at Ed Slott.

2 years ago | [YT] | 0