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Get Me to ZERO!
Pay as little as ZERO income taxes in retirement!
Learn seven 100% legal strategies to get your retirement income off of the IRS's radar.
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I Didn’t Know Annuities Could Do That!
Learn how some accumulation annuities can trounce the returns of bonds without the risks inherent in bonds.
See how using a few annuities with attractive GUARANTEED LIFETIME INCOME can provide higher income with a substantially lower investment than required
for the “4% rule.” And much more…
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Social Security Income Planning.
It’s your money. You paid $100,000s into the system your whole life (FICA taxes)—so don’t leave $10,000s of benefits sitting on the table that cannot be retrieved. It’s my goal for both the middle-class and affluent Baby Boomers to realize that this is an important decision.
Too many people have no idea of what their real benefit options are—and, unfortunately, can be prone to miss out on all the money they qualify for. Several useful examples are given to show you the full range of filing options and how to maximize the lifetime benefits you deserve.
Perhaps one of the most unique portions of the book is where Mark shows readers how it is very possible to cut one's taxable income and subsequent retirement income tax bill by 50%.
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Long-Term Care.
Needing Long-Term Care is a life-changing event that has serious consequences for your spouse and/or children and as well as your ability to keep your financial promises during retirement.
This book squarely addresses both scenarios:
1) when you have the time and good health to plan ahead and
2) when there is no time or good health for planning.
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Investment Advisory Services are offered through Retirement Wealth Advisors, Inc. (RWA), a Registered Investment Advisor. Mark J. Orr and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Mark J Orr and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Life insurance and annuity guarantees rely on the issuing insurer’s financial strength and claims-paying ability. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. All life insurance and annuity products are sold separately through Mark J. ORR, CFP, RICP. PROACTIVE Tax Planning services are also offered separately through PROACTIVE Tax Planning, LLC.