Estate Planning Solutions Suite - Retirement Analysis

Estate Planning Specialists

Regular price $497.00

Estate planning is determining who gets what, when they get it and how they get it, when you leave this world. Now is the optimum time to be assertive and make a move. You not only need to plan your estate, you need to plan for your retirement. Estate Planning Specialist has joined forces with several top minds in the country to create The Retirement Planning Solutions Suite to help guide you in your journey.

Order your Estate planning Solutions Suite today.  Normally over $1,000  when sold separately, this comprehensive package, including the book, Special Reports, your Personalized Estate Planning/Financial Needs Analysis, plus legal audit of your estate planning documents, is very affordable at only. Taking advantage of this offer may result in implementing a plan that could save you hundreds of thousands of dollars or more! 


What's included:

Comprehensive Financial Overview:

• A deep dive look at your current retirement plan
• Will you outlive your money?
• Seven Retirement Roadblocks
• Social Security maximization

IRA Conversion Analysis:

To Roth or Not to Roth – Should you convert? The implications of converting your Qualified Accounts into a Roth IRA.

Tax Replacement Strategy:

How to restore what The SECURE Act took away from your family.

Long Term Care Solution:

How to ensure that a Long Term Care event won’t deplete your estate.

Crash Proof Portfolio:

How to protect your portfolio from market losses

Tax Offset:

Investments that provide substantial income tax savings.