MEDALLION FINANCIAL RESOURCES

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Social Security Guidance

Errors in social security claiming strategies can be very costly. Taking income at 62 vs. 70 for a 3000/mo. benefit over twenty years would cost the owner $180,000, not considering any cost of living bumps. Seek council for your social security benefit decisions

To view your Social Security account information visit

https://www.ssa.gov/myaccount/

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Financial / Estate Planning

Estate planning is the process of establishing who will benefit from your estate and to transfer the assets tax efficiently. While some may look on estate planning as something for the wealthy, regardless of your assets, estate planning should make up a vital part of your financial planning.

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Tax-free Retirement Strategies

A Tax-Free Retirement Account is a retirement savings account, with an elevated death benefit, that works similar to a Roth IRA. Taxes must be paid on contributions going into the account. Growth on these funds are not taxed. Unlike a Roth IRA, a tax-free retirement account doesn't have IRS-regulated restrictions for contributions or withdrawals.

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Life Insurance

The primary purpose of life insurance, used to be, to provide monetary relief to beneficiaries upon the death of the insured. In today's environment we can provide, Tax Free, life time income on a living basis. No need to die to benefit from the policy.

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Annuities

An annuity is a long-term investment designed to provide tax deferred growth. There are multiple types of annuities to satisfy an investor's objectives:

  • immediate vs deferred
  • fixed, fixed index, variable
  • riders to provide lifetime income

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LTC- Asset Protection-High Cost of Aging

Long term care can be a vital asset protection strategy. The escalating costs of care can have a devastating effect on one's estate. Protection can be achieved with traditional policies, annuities or life insurance. There are basically three levels of care:

  • home health care
  • assisted living
  • nursing home

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401K/IRA, TAX EFFICIENT CONVERSIONS

Unlock the secrets to building a rock-solid retirement foundation with 401(k) and IRA accounts. Learn how to maximize your contributions, harness the potential of compounding interest, and create a tailored investment strategy to achieve your long-term goals.

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Address

211 Nokomis Ave S, Venice, Florida 34285

Contact Number

1-941-486-0305

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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