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Asset Protection
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Estate Planning
Exempt Organizations
Mergers and Acquisitions
Securities and Corporate Finance
Tax Controversy
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Is the Accelerated Retirement Plan Right for You
?
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Name
*
First
Last
Phone
*
Email
*
How close are you to retirement?
*
Less than 5 years
5-10 years
More than 10 years
What is the total value of your retirement portfolio (401(k), Traditional IRA, etc.)?
*
$500,000 – $1,000,000
$1,000,000 – $2,000,000
$2,000,000-$5,000,000
$5,000,000+
Email Phone a
What is your primary goal for your savings in a deferred plan?
*
Minimize risks and protect savings
Achieve financial independence
Not running out of retirement savings
Other
Do you have concerns about paying taxes on your retirement savings?
*
Yes
No
Have you experienced losses in your retirement savings due to market volatility?
Yes
No
Are you currently working with a financial advisor or tax professional?
Yes
No
Would you consider working with an advisor virtually?
*
Yes
No
Submit
