RETIREMENT PLANS
Contributions to this IRA offer tax-free withdrawals in retirement
What is a Roth IRA?
A fixed income instrument that represents a loan made by an investor or a borrower
What is a bond?
What is the navy?
The original name for EFC Wealth Management
What is Elite Financial Center?
EFC's worldwide headquarters is located in this city
What is Los Angeles, CA?
The age in which a traditional IRA holder must begin taking withdrawals
What is 72?
Your personal assets minus your personal debts equals
What is your personal net worth?
One of Cory's favorite hobbies
What is photography?
EFC's process for clients
What is the sound fiscal house?
EFC Wealth Management offers securities and insurance through this firm
What is AE Wealth (or Advisors Excel)?
The age you can make withdrawals from an IRA or retirement plan without a 10% early withdrawal penalty
What is 59.5?
A full evaluation of a person's current pay and future financial state
What is a financial blueprint (or financial plan)?
Cory's wife's name
Who is Delilah?
EFC's area of specialty
What is retirement planning?
Type of retirement most commonly found at a corporatino
What is 401(k)?
On average, inflation increases by this percentage annually
What is 3%?
Cory's oldest son's name
What is Chase?
EFC's Broker-Dealer
What is Madison Avenue Securities?
The charge for an initial consultation at EFC
What is complimentary?
Type of retirement plan commonly found in education
What is 403(b)?
A vehicle from an insurance company that allows tax deferred accumulation with a death benefit
What is an indexed annuity? or What is life insurance?
Cory's black belt level in tae kwan do
What is 4th degree black belt?
EFC's current Front Desk person
Who is Melissa?
Cory has been in the financial industry for this number of years
WHAT IS 23 YEARS?