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As heard on AM 870 The Answer...

The IFW Retirement Roadmap will Increase the Probability of Your Retirement Success!
Lower or Eliminate Taxes in Retirement · Protect Your Portfolio From Market Ups & Downs · Get the Most Retirement Income & Ensure Your Never Run Out of Money
Bill Wilson is licensed and credentialed and has been trained rigorously on all of the financial concepts the IFW Retirement Roadmap addresses. He is an IFW Certified Financial Professional so you can trust Bill to use his expertise and the IFW Retirement Roadmap Software to show you exactly where you stand now and how your situation for retirement might be improved.

As heard on AM 870 The Answer...

Learn how to protect your retirement from losses, lock in your gains and have an income stream that no matter what happens to the economy, your income will always be there.
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“Understanding Living Trusts” is a registered trademark of Schumacher Publishing, LLC and is being used with permission.
Understanding Living Trusts
How you can avoid court interference at death and incapacity, keep control and enjoy peace of mind.

Living Trust
Even if we have a will at the time of our passing, all of our assets and liabilities will need to be settled in probate court before they can be distributed to our families. Watch this short video to learn how your estate can easily avoid the delay and cost of probate for your family.
Retirement Plan Comparison
If you currently save for retirement in a tax deferred account like a 401k, 403b, 457, Tradition IRA, and would like to see for yourself if you can take out net spendable income from a Retirement Insurance Contract . . . then watch this video to see how you can quickly and easily run the numbers side by side.
Don't Go Broke in a Nursing Home!
Choosing the right pre-planning strategy for your own long-term care needs is essential as our population ages. "Don’t Go Broke in a Nursing Home” is full of financial strategies that you could use to protect your assets and the quality of care you receive. In addition, you will discover little known tax incentives* to help pay for long-term care expenses.

Knowing how to care for yourself, your aging parent, or other loved ones effectively can help save you time, energy, and money. Discover techniques/options that make caregiving easier, including how to choose the right home care providers and long-term care facilities for your needs. In this book, "Don't Go Broke in a Nursing Home" you will discover financial strategies and government benefits available that may help you pay for long-term care expenses. If your loved one is a veteran, they may be entitled to additional pension benefits, Aid and Attendance Benefits, to help offset costs for long-term health care.
Retirement Boss Radio

Take Charge of Your Money

AM590-KTIE (NewsTalk-Inland Empire)
Saturdays: 2:30-3pm
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Retirement Boss Radio Show
with Bill Wilson
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Bill Wilson
Tune in as a new podcast will be released every week!
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