J. Michael Hall's

 "Retirement, Investments, Wealth Management, 

Business, Tax & Estate Planning information"

Things you should know!

 Got a Question?

Want to RETIRE early? Before age 59 1/2 

     “Eliminate IRS’s 10% early withdrawal Penalty

on your 401k, 403b, TSA, 457 plan / IRA with a 72(t)

Understanding the IRA / 401k rollover!

Rolling your retirement plans: 401k, 403b, TSA, 457 plans

Retirement savings account and estate planning tips.

Using a FIXED IRA for 72(t) strategy

to "retire early" before age 59 1/2! Avoid unnecessary

IRS tax penalties.

Split-Annuities strategy

Are you afraid of running out of money?

This planning strategy is frequently used for 72(t)'s.

Using a FIXED IRA annuity for age 70 1/2 RMD's

IRA "Required Minimum Distributions" options

2^nd-to Die, Joint & Survivorship Variable Life Insurance's

The #1 cash liquidity strategy for estate tax planning to

pay Uncle Sam his inheritance taxes!  

What is a GOOD Estate Plan?

All about today’s modern Living Trusts

Should your estate have one?

Will your Trust do what it should?  

Inheriting an IRA , 403(b) and 401k!

Everyone should read this. Helpful tax info.

My Financial Services

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For all your Retirement, IRA, 401k, 403b, 457 plan Tax, Investments, and Estate Planning needs

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Complete INDEX of articles

  Got a Question?  

Retirement Investments & Wealth Management
Phone (602) 679-1270

Toll Free 1-800-577-8057
FAX (480) 641-9365

e-Mail jmhall@cfiemail.com

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