VIP PERSONAL INTRODUCTION
COPIA WEALTH ACCELERATION PATHWAY
COPIA FINANCIAL COACH
CLIENT REFERRAL FORM
November 25, 2017
Before You Claim Social Security
Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first.
How long do you think you will liv...
Markets have cycles, and at some point, the major indices will descend.
Provided by «representativename»
We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at a...
A look at some popular & obscure options for receiving money with little or no tax.
Will you receive tax-free money in retirement? Some retirees do. You should know about some of your options for tax-free retirement distributions, some of which are less publicized than...
What they can (and cannot) accomplish.
Living trusts are created with a clearly defined objective: to avoid probate. Unfortunately, misconceptions about living trusts have spread to the point where people think they can accomplish much more than they can.
If you fear pro...
How much can you contribute this year?
In 2017, you have another chance to max out your retirement accounts. Here is a rundown of yearly contribution limits for the popular retirement savings vehicles.
IRAs. The 2017 limits are the same as in 2016: $5,500 for IRA owners...
Will You Be Prepared When the Market Cools Off?
Are There Really Tax-Free Retirement Plan Distributions?
A Look at Revocable Living Trusts
2017 Retirement Account Limits
November 2017 (5)