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Life-Changing and Trusted Money Management Strategies For Seniors
The ability to maximize income, develop effective money management skills, and legally minimize, and in some cases, even totally eliminate estate and income taxes, are three of the greatest and most complex financial challenges you will encounter during a lifetime.
Keep more of your hard-earned money!
Protect assets from sudden, or unexpected
health-related events
Case Study No. 1: Female, age 70 Initial savings deposit-$100,000Guaranteed interest rate-3%Account value explodes to $557,000 upon health care needs$4,223 tax-free monthly payment for 11 years
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Receive significant cash from an unwanted asset you may currently own
Case Study No. 2: Male, age 74 Cash proceeds-$415,000Female, age 79Cash proceeds-$335,000
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Eliminate estate and income taxes through this IRS-approved strategy
Case Study No. 3: Male, age 70 $1,000,000 in retirement fundsUncle Sam takes $642,500 in 2009Uncle Sam takes $728,200 in 2011Tax strategy provides $2,500,000 to heirsUncle Sam gets ZERO DOLLARS
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Money Mentors, LLC, a Colorado-based financial planning firm, founded by Robert M. Smith, CFP, specializes in strategies for seniors looking to generate substantial income, protect accumulated assets, and legally eliminate estate and income taxes on certain assets.
Money Mentors, LLC 1325 Hawkridge Road, Eaton, Colorado 80615 (970)-302-6053
If you are a senior, age 55-80, or an advisor with clients in this age bracket, Click here now to receive more information
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