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Print the page and place a checkmark beside the issues that are most important to you. Then send your check for $49, payable to Steven C. Nelson. His address is 248 Dandridge Drive, Franklin, TN 37067. Be sure to include your mailing address. ______ I need to know whom to trust and on whom I can depend for calculations and help in making the right financial decisions. (Section 1, Article entitled "Who is Qualified to Advise You") ______ I need to know whether I have the psychological mindset of a saver or an investor and how this knowledge will affect my financial decisions. (Section 2, Article entitled "What You Need to Know About Saving and Investing") ______ As a saver, I would like to know the best savings instruments to accumulate funds for retirement and to conserve my assets during retirement. (Section 2, Article entitled "What You Need to Know About Saving and Investing") ______ As an investor, I would like to know best ways to invest for retirement and conserve assets during retirement. (Section 2, Article entitled "What You Need to Know About Saving and Investing") ______ As an investor, I would like to know of an investment management style that has the potential of beating historical market returns by a wide margin. (Section 3, See copy of Investors Capital Growth Newsletter. This is a free newsletter offering a comparison of investment performance. It is delivered to you by e-mail twice a month.) ______ As a saver, I would like to know how to get investor returns for my retirement capital without having any market risk. (Section 3, Article entitled "An Explanation of Equity-Indexed Annuities") ______ I would like to know of the best tax-advantaged methods to grow capital before and during retirement. (This article includes the contribution and distribution rules for 2004 for the traditional IRA, Roth IRA, 401(k), 403(b), 457 deferred comp., retirement plans for the small business owner and qualified pension plans.) (Section 3, Article entitled, "Best Tax-Advantaged Methods to Grow Capital") ______ I would like to know the best tax-advantaged methods of saving and paying for education expenses for my children/grandchildren/others. (Section 3, Article entitled "Best Tax-Advantaged Ways to Save and Pay for Education Expenses") ______ I would like to be able to calculate how much I need to save for retirement and/or for the college education costs of my children. (Section 7, "Retirement and College Education Cost Calculators") ______ I need an understanding of the various types of insurances which I need to protect my income and assets-life, disability income, health, Medicare and Medicare supplements, property, and long-term care insurance. (Section 3, Article entitled "Protecting Your Estate Against the Uncontrollable-The Need for Insurance") ______ I need to know what type of life insurance to buy for my situation. (Section 3, Article entitled "Protecting Your Estate Against the Uncontrollable-The Need for Insurance") ______ I need to know how to reduce my health insurance costs and pay for medical expenses with before-tax dollars. I would especially like to know about the new Health Savings Accounts available for 2004. (Section 3, Article entitled "Protecting Your Estate Against the Uncontrollable-The Need for Insurance") ______ I need to know if I should buy long-term care insurance. (Section 3, Article entitled "Protecting Your Estate Against the Uncontrollable-The Need for Insurance") ______ I am concerned that my estate affairs (documents, papers, records and information) are disorganized and an estate settlement could be a burden on my loved ones. (Section 4, Article entitled "The Most Appreciated Gift You Could Ever Give Your Loved Ones") ______ I am concerned that my loved ones will have to go through the burdensome and time-consuming probate process to settle my estate. (Section 5, Article entitled "Avoiding Probate") ______ I would like to know what minimum estate planning documents I need to conserve my estate for my heirs and avoid Federal estate and state inheritance taxes. (Section 5, Article entitled "The Minimum Estate Plan") ______ I would like to know how to select a qualified estate planning attorney. (Section 5, Article entitled "How to Select An Estate Planning Attorney") ______ I have heard that my heirs will have to pay income taxes on any tax-deferred annuities or U.S. savings bonds they inherit from me. Is there a way for me to pass my estate on to them on an income-tax-free basis? (See Section 5, Article entitled "How to Transfer Your Estate Income-Tax-Free to Your Loved Ones") ______ I am interested in knowing how I can give some or all of my estate to charitable organizations or institutions using the best tax-advantaged methods. (Section 5, Article entitled "Tax-Advantaged Charitable Giving Ideas") Family
Estate Financial Management Guide, a component of Family Estate
Tools. |