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chrism.cordell@gmail.com
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DOCUMENT YOUR WISHES
I HAVE QUESTIONS AND WOULD LIKE TO GET MORE INFORMATION
I HAVE QUESTIONS AND WOULD LIKE TO GET MORE INFORMATION
CALL: (336) 701-3069
E-MAIL: chrism.cordell@gmail.com
Regarding Investment(s), I prefer to:
Not invest and keep cash in savings, checking, or other currency
Invest in stocks, bonds, etc.
Invest in Roth 401(k)
Invest in Roth IRA
Invest in Whole Life
Invest in Trad. 401(k)
Invest in an Annuity
Invest in Indexed Universal Life (IUL)
Regarding Insurance, I prefer to:
Not have a policy and have heirs pay for everything out-of-pocket
Invest in Roth 401(k)
Buy Term Insurance
Buy Indexed Universal Life (IUL)
Buy Variable Life Insurance **SEC registration agent required**
Buy Whole Life Insurance
Use my existing policy:
Use my existing policy:
Regarding Retirement (SSA disbursement), I prefer to:
Retire at 62; Amount $
Retire at 65; Amount $
Retire at 67; Amount $
Retire at 70; Amount $
Regarding Taxation, I prefer to:
Pay in tax now accounts (CD, Stock, Mutual Funds, Bonds, Money Market)
Utilize tax later accounts (Annuity, Pension, 401(k), IRA, Whole Life)
Transition to tax exempt accounts (Roth IRA, IUL, Roth 401(k))
Transition all at once now
Transition over years and pay taxes as I do so
Annually $
Taxes $
Transition over
Transition over amount
years and pay taxes as I do so
Annually $
Taxes $
