Topics Covered
For Baby Boomers & Pre-retirees
- Increase your sources of retirement income
- Financial strategies based on your risk tolerance
- Capitalize on IRS “catch-up” provisions
- Investor tips on capital gains, carry-forwards, etc.
- 401(k) rollover issues and options (includes other plans)
- Age-based tax saving opportunities and strategies
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For Seniors & Retirees
- Coordinating distributions & payouts to limit taxes
- Managing pensions, insurance & annuities
- Balancing fixed, growth and liquid investments
- Common distribution mistakes that trip up retirees
- Five steps to proper estate planning
- Age-based tax saving opportunities and strategies
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My Local Advisor is an independent organization whose mission is to help consumers gain objective financial knowledge and information. We are not a financial services firm. We do not sell or endorse any financial products or services, nor do we receive fees or commissions based on the sale of any financial product or service. For more information, please visit our website.
Privacy Policy
My Local Advisor and www.mylocaladvisor.org is committed to protecting your privacy. Accordingly, we have adopted this Privacy Policy to demonstrate our commitment to your privacy and explain how we may and may not use the information you provide us.
1. Use of Information
Customer information, whether public or private, will not be sold, exchanged, transferred, or given to any other company for any reason whatsoever, without the consent of the customer, other than for the express purpose of delivering the Free Guide or other product or service requested by the customer.
2. Private Information
We require no private customer information (credit card information, financial information, etc.). If at some point we do so, such information will not be kept on file for more than 30 days.
3. Email Solicitation
Customer will not receive any continual email solicitation from the company, unless the customer consents to the solicitation during sign-up, or through a double opt-in process. And, if the customer does consent to receive email from the company, the company agrees to have a simple unsubscribe option available, along with unsubscribe instructions in every email.
4. Collection of Information
We use log files and cookies to analyze trends, administer the site, track user's movement, and gather broad demographic information for aggregate use.
5. Security
Any webpage on our site where you are requested to enter personal / contact information is protected using industry-standard SSL-encryption to protect data as it is being transmitted.
If you have any questions or comments concerning this Privacy Policy, please contact us at privacy@mylocaladvisor.org.
My Local Advisor
116 Monte Vista Avenue
Larkspur, CA 94939
Email: info@mylocaladvisor.org
Tel: 1-888- 524-6252
October 2007
