Rick Alford

Rick Alford, CRP
January 2015 Edition
Do you know the Single Biggest Benefit in the Tax Code 
and How YOU Can Take Advantage of It?

"America's IRA Expert" Ed Slott, CPA tells you how! 
Watch this quick and informative video of Ed Slott, CPA as he tells you 
how to protect your retirement income by using the IRS rule book.

FDIC Insured Market Linked CD 
January 2015 Highlights
Money Tree
  • 13.16% APY for the last 6.75 years
  • 401k, IRA, 403b, ROTH all qualify
  • Diversified exposer to 7 different asset classes
  • Terms from 5.5 to 8 years 
  • Offerings only available through Jan 26, 2015
Social Security Timing Class Schedule  January 2015 at Collin College

Do you know the 567 ways to claim? 
Which way is right for you?
There may be retirement benefit strategies available to you that could substantially increase 
your future payments,
even if you have already begun collecting. 

Classes available at the Preston Ridge Campus:
Tuesday Jan 27th at 6:30pm or Thursday Jan 29th at 6:30pm

Register online at www.RSVPyes.com enter code #351064 
Reserve your seat TODAY!
Don't Let Go
Next month's issue:

KEEPING more money for your 
retirement years


IRA Changes for 2015


New Retirement Plan Limitation Rules 

IUL vs. IRA/ 401K/ Pension Plan
IUL vs. IRA/ 401K/ Pension Plan

Learn how an IUL can beat the pants off your IRA, 401k & Pension Plans!

Watch this video for a break down of why the IUL is the Tax Saving Solution you've been waiting for.
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