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Tag Archives: tax strategies

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  • Posts tagged "tax strategies"
10
Jun, 2018
Susan D Marshall Insurance,Retirement Planning regulatory, retirement planning, tax strategies

News Flash

Susan holds seminars on the latest tax strategies, regulatory changes and other important news.

Check back to read the latest in her blog. Please submit a request for Susan to be a speaker at your next event. She loves to educate groups and empower them with retirement planning strategies.

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Call or Text: 949-309-9962

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Susan’s Credo

Susan’s credo is: safety first, protect your principal, get a reasonable rate of return, and keep it simple. She has served over one thousand clients to: generate guaranteed streams of income, protect principal from stock market losses; pass IRA plans to spouses and children, while maintaining tax deferred status for multiple generations; eliminate probate and federal estate tax, reduce or eliminate taxes on social security and interest income. In short, to get Set2Retire.

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