“Ready to Make a Difference” tm

If you are near or at age 70 and you have a retirement account, you probably know the letters RMD (Required Minimum Distribution). But you may be tired of being told that you have to take money out of your retirement account and you then have to pay taxes on that money.

What if those dollars could go to your favorite charity instead of taxes? What if you could pay NOTHING in taxes on that money? And what if you could do all of that throughout your retirement and then give 100% of your investment to your children or loved ones?

You can and we can show you how.

Turn your RMD (Required Minimum Distribution) into our New RMD =

“Ready to Make a Difference” TM

Making a difference for You, Your Portfolio and Your Community.

Call us at (541) 639-3131 and we’ll show you how.

To see our “Ready to Make a Difference” TM commercial, click here.