| Is your current plan vulnerable to a variety of wealth eroding forces? |
| Do you have the time to properly research every aspect of your many decisions? |
| Do you have to interact with numerous financial institutions? |
| Does your plan allow you to adjust for tax law changes? |
Does your plan take into consideration Planned Obsolescence or
Technological Change? |
| Have you protected your assets from lawsuits? |
| Is your current plan setting limits for building wealth? |
| Have you learned about the “flow of money” concept? |
| Have you been taught cost recovery strategies? |
| Do you have access to your money? |
| Do you have tax recapture strategies? |
| Do you have an exit strategy for you retirement plan? |
| Does your current plan maximize protection and risk management? |
| Does your current plan allow you to conserve your assets while enjoying them? |
| Does your current plan give you the flexibility to make changes? |
| Does your current plan use an economic model to measure, verify and implement strategic financial decisions? |
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| Federal income tax laws are complex and subject to change. The information in this website is based on current interpretations of the law and is not guaranteed. Neither OneAmerica Securities nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions. |
