Phil Wasserman announces a new white paper on tax-saving ideas for retirement planning.
Online PR News – 01-June-2012 – Sarasota, FL – Phil Wasserman, of Phillip Roy Financial Consultants, announces a new white paper on tax-saving ideas for retirement planning, co-written by Ken Rossman, CPA, and Alan Haft, RIA and best-selling author.
The white paper is an easy-to-read explanation of tax savings and other concepts fundamental to retirement incoming planning that both retirees and soon-to-be retirees may not have considered. It covers estate planning, all forms of life insurance, charitable remainder trusts, and other strategies that will help you meet your retirement goals and dreams.
Get the scoop on retirement planning that others are missing out on! Call today at 800-254-9567 to get your free copy.
About Phillip Roy Financial Consultants
PRFC is a leading expert on retirement income planning strategies utilizing the latest tax-saving strategies. Based in Sarasota, Florida, the company has several hundred affiliated representatives nationwide.