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| * Do you have a written Investment Plan, Income Plan and Tax Plan? |
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| * Are you using the advice of a legally bound fiduciary when making investment decisions? |
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| * Did you pay your CPA a “tax forward” planning fee last year? |
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| * Do you have a comprehensive have a plan for “getting out of the market” when or if it falls? |
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| * Have you made a major risk type investment without factoring in phantom income? Are you affected by phantom income taxation? Would you like to learn how to stop or reduce this taxation? |
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| * Have you made financial decisions without going through a comprehensive review of your taxes, risk comfort level, and income needs? |
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| * Have you identified and quantified the true cost of all the fees and taxes on your investment returns? |
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| * Do you take advantage of tax harvesting strategies such as offsetting losses with gains as well as properly using tax-deferred and tax-free strategies? |
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| * Have you used a simple set of test questions that assure all your decisions are based on facts and logic and not emotions? |
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| * Do you have a tax-deferred annuity, qualified plan or significant capital gains buildup that you will not need for retirement income? |
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