Retirement Made S.I.M.P.L.E.™
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Here's What You Could Learn from this Strategic Book!:
• Create Retirement Income you can count on.
• Higdon's Truth about 401(k) taxes and fees that could end up costing you thousands
• How the traditional retirement path may be broken... and the remaining strategies left which may still be in your control
• Is a Roth IRA conversion right for you?
• Fees versus FREE. How fees rob from your retirement, and how to potentially avoid ever paying a fee again
• Higdon's Truth about 401(k) taxes and fees that could end up costing you thousands
• How the traditional retirement path may be broken... and the remaining strategies left which may still be in your control
• Is a Roth IRA conversion right for you?
• Fees versus FREE. How fees rob from your retirement, and how to potentially avoid ever paying a fee again
• Why we think it’s not normal to “lose money sometimes” and how to help protect yourself from Market Crashes
• Tips for Legacy Planning.
• Ways to help Defuse the Tax Time Bomb threatening your retirement savings
• And so much more!
• Tips for Legacy Planning.
• Ways to help Defuse the Tax Time Bomb threatening your retirement savings
• And so much more!
Meet The Author
"With 28 years of experience, Terry became an Investment Adviser Representative to better support his client's needs and objectives. Terry
has developed relationships with retirees to help build their wealth and to preserve their futures by incorporating key strategies with a
sincere desire to help people attain their goals. An avid sports enthusiast and coach, Terry knows how to motivate people to help make
their dreams come true. Terry Higdon created the "Retirement Made S.I.M.P.L.E" process to help empower families with the knowledge,
tools, and strategies for a successful retirement.
From an early age, Terry had a passion for helping people. Born into a close-knit, hard-working family, Terry learned never to take anything for granted.
Terry has always had a love for sports competition. The lessons he learned both on and off the field helped guide him in his professional and personal life. These lessons were the driving force in developing the "Retirement Made S.I.M.P.L.E." process to help create a better awareness and understanding for assisting people in retirement. Terry believes one of the main concepts retirees should understand is "It's not what you make that is important, but rather what you get to keep". Terry is married to his childhood sweetheart (Kelly) and is the father of three children (Zach, Jake, & Samantha).
From an early age, Terry had a passion for helping people. Born into a close-knit, hard-working family, Terry learned never to take anything for granted.
Terry has always had a love for sports competition. The lessons he learned both on and off the field helped guide him in his professional and personal life. These lessons were the driving force in developing the "Retirement Made S.I.M.P.L.E." process to help create a better awareness and understanding for assisting people in retirement. Terry believes one of the main concepts retirees should understand is "It's not what you make that is important, but rather what you get to keep". Terry is married to his childhood sweetheart (Kelly) and is the father of three children (Zach, Jake, & Samantha).
Copyright 2024 - Retirement Made S.I.M.P.L.E.™
DISCLAIMER: While great efforts have been taken to provide accurate and current information regarding the material in this book, neither Asset Preservation Group, nor Terry Higdon are responsible for any errors or omissions, or for the results obtained from the use of this information. Insurance products are offered through the insurance business Asset Preservation Group, LLC. Asset Preservation Group, LLC is also an
Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment
Adviser. AEWM does not offer insurance products. The insurance products offered by Asset Preservation Group, LLC. are not subject to
Investment Adviser requirements. 2495418 - 07/24
The names used in the client examples in this book are not the real names of the clients and are used as such to protect the privacy and identity of the clients. Facts and information in this book are believed to be accurate at the time of publication and may become outdated by marketplace changes or conditions, now or revised laws or other circumstances. All figures and examples in this book are based on available information at the time of publication. All data and examples provided in this book are to be used for informational purposes only. Any slights against individuals, companies, or organizations are unintentional. The Terms “Safe and secure” statements are only applicable in reference to insurance company products. Insurance products are backed by the financial strength and claims paying ability of the issuing insurance company. Stock market references are not included in that group. The reader assumes full responsibility and risk of loss resulting from the use of the information in this book. The information in this book is not intended as tax or legal advice and may not be relied on for the purpose of avoiding any individual Federal or State tax penalties. Terry Higdon and Asset Preservation Group are not authorized to give tax or legal advice. Any reader of this book is encouraged to see advice from their own tax, legal and financial professionals.
The names used in the client examples in this book are not the real names of the clients and are used as such to protect the privacy and identity of the clients. Facts and information in this book are believed to be accurate at the time of publication and may become outdated by marketplace changes or conditions, now or revised laws or other circumstances. All figures and examples in this book are based on available information at the time of publication. All data and examples provided in this book are to be used for informational purposes only. Any slights against individuals, companies, or organizations are unintentional. The Terms “Safe and secure” statements are only applicable in reference to insurance company products. Insurance products are backed by the financial strength and claims paying ability of the issuing insurance company. Stock market references are not included in that group. The reader assumes full responsibility and risk of loss resulting from the use of the information in this book. The information in this book is not intended as tax or legal advice and may not be relied on for the purpose of avoiding any individual Federal or State tax penalties. Terry Higdon and Asset Preservation Group are not authorized to give tax or legal advice. Any reader of this book is encouraged to see advice from their own tax, legal and financial professionals.