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Retirement Planning

How to never run out of money in retirement.

The number one financial fear retirees have is running out of money. What happens if I or my spouse lives to be 90? 95? 100? Will we have enough money to maintain our lifestyle? Big Country Financial creates retirement plans with strategies in place to alleviate these fears. Contact Jeff to find out your options.

How do I pass on wealth?  Is Uncle Sam getting it all?

Most people who inherit IRA’s or 401k’s will pay 40%-60% of that inherited money in taxes. There are wealth transfer strategies that greatly reduce these taxes. The very wealthy know about them and use them. You don’t have to be a millionaire to reduce these taxes. You just have to know how. If you want Jeff to show you how just give him a call.

Do I have enough money to retire the way I want to? 

How much money do you need to retire? Most people are not sure. Let us help you determine how much you will need so that you can do all the things you wanted to do in retirement. Call Jeff today to find out.

Contact Us:  (325) 704-2518

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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