Financial Briefs     
YOUR TOTAL FINANCIAL INFORMATION RESOURCE

checkmark Check up to five (5) of the following "Retirement Tax Planning" topics you would like information on:

Tax problems retirees have after they retire
General retirement income tax information
Taxation of your Social Security retirement income
Taxation of wages after retirement
Capital gains and losses on appreciated assets
Taxation of life insurance and annuities
Taxation on retirement plan distributions before age 59 ½
Why you should avoid lump sum distributions directly
IRA roll-overs vs lump sum distributions
Taking a monthly pension income vs other options
How to take retirement income to pay the least taxes
Other

Yes I/we would like to discuss a specific question with an advisor

Your Comments:

For free information, this page and mail or fax to us,
hit the "Submit" button below, or contact us by Email, Phone or Fax.
Fax: 614.761.8995 • Phone: 614.791.3242 • Email: ica@financiallearnctr.com

NAME:
EMAIL:
COMPANY NAME:
PHONE:
CITY:
ZIP CODE:
FAX:
CELL PHONE:
BEST TIME TO CALL:

THE ADVISOR GROUP, LTD.

“OVER 33 YEARS EXPERIENCE HELPING INDIVIDUALS
AND BUSINESS OWNERS PROTECT ASSETS”