IRAGuard
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IRAGuard is committed to protecting your retirement from: taxation, market loss or long term care needs. We can design a working strategy!
IRAGuard combines years of experienced financial planners that can help protect your IRA or 401k. Let's face it, your IRA is tax infested! We can design a plan to help reduce those tax burdens your heirs may have to deal with later on. Would you rather the IRS take their share or leave it to your loved ones? What about protecting your hard-earned nest egg from market risk? If you could find a vehi
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Shaun Putnam Let's make money the smart way!
What do you all think of our new intro video? Give me some feedback!
05/19/2016
Safeguard Your Retirement Accounts - Annuity - IRAGuard The Rule of 100 typically applied to how much of your portfolio should be in stocks. But today, people getting closer to their retirement horizon …
05/12/2016
Largest Single Expense of the Average American Home - IRAGuard What is the largest single expense in the average American home? Food? Medical care? Housing? Many are amazed to discover that the largest single expense …
05/11/2016
Annuity ProTip 1:
Strength of the Insurance company - Annuities are long term savings vehicles. Chances are, you will own one for many years. Therefore, it is important you are doing business with a company that has a long history of conducting reputable business.
We recommend using companies who have at LEAST an A- with A.M. Best and BBB or higher with Standard and Poor's rating scales.
05/11/2016
Would you rather pay taxes on the seeds or the harvest?
We all know that at anytime a withdrawal is taken from an IRA, except for charity, there will be Federal, and some states (not Texas…yet!). Tax on IRA’s is the price paid for the agreement you entered into with the Federal, and most of the time, State Governments, for allowing deferral of taxes from income.
What you think you gain in deferring taxes is usually taken back at a higher rate during withdrawal than the deduction was when it was initially deferred. In fact, the longer you have the IRA the better the chance that less and less of it is yours. There is a portion of the IRA that does not belong to the IRA holder…YOU. This portion will never be yours and was never intended to be yours.
IRAGuard can help you determine which strategy is best for you. Contact us today!!
05/10/2016
Social "In"-Security may not be around much longer:
That sure is a SHARP downward turn for the number of workers supporting current social "in"-security beneficiaries. Relying on your government to take care of you is not a safe option
05/10/2016
Did you know:
People ages 65+ have a 69% chance of needing some form of long term care, and 37% of those entering a nursing home? You could spend up to $219/day for a private room in a nursing home facility!
Leverage your existing assets TODAY and GUARD your nest-egg. We can help!
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Naples, FL
Opening Hours
| Monday | 8am - 8pm |
| Tuesday | 8am - 8pm |
| Wednesday | 8am - 8pm |
| Thursday | 8am - 8pm |
| Friday | 8am - 8pm |