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Custom Annuity Retirement Plan

In the meantime, answer a few basic questions to request a FREE Customized Annuity Retirement Plan

to find out what kind of annuity is best for your retirement goals.

I Am (Choose one) *

Employed

Retired

Semi-Retired

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How Much Will Your Monthly Expenses Be In Retirement? *

Less than $1000 a month

$1001 to $4000 a month

$4001 to $8000 a month

Over $8000 a month

Why is this question important? This will help us determine your Income to Expense Ratio in retirement and to see if there is a "gap" between what your estimated income will be versus your projected expenses.

I have the following Retirement Accounts (check all that apply) *

401K ( Qualified)

IRA (Qualified)

Roth IRA (Non-Qualified)

Pension or 403B (Qualified)

Annuities (Fixed or Variable)

Qualified plans (IRAs and 401Ks) have tax-deferred contributions from the employee. You pay taxes when you withdrawal money in retirement. 10% penalty before age 59 1/2.

Nonqualified plans (Roth IRAs) use after-tax dollars to fund them. Grows tax free. Limited to $7000/yr max before age 50 and limited to $8000/yr after age 50+. 10% penalty before age 59 1/2.

I am looking to: (Check all that apply)

Avoid Market Losses

Grow my Retirement Assets

Protect from Inflation

Protect my Retirement Assets

Reduce/Avoid Taxes

Why is the important? This will help determine how to structure your solutions based on your specific goals.

How Comfortable Are You With Managing Finances & Making Decisions That Align With Your Financial Goals?

Not Comfortable

Comfortable

Very Comfortable

Why is this important? Getting into a solution that you do not fully understand does not serve either of us. We are obligated to provide solutions that are in the best interest of the client.

What is your favorite hobby? *

Why is this important? Believe it or not a lot of times people forget they filled out a form or even booked an appointment. Knowing a hobby allows me to confirm I am speaking to the correct person.

Would you like to schedule a no obligation appointment to discuss how you can divorce the IRS in retirement? *

Yes

No

First Name *

Last Name *

Cell Phone *

Email *

City

State *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

NEXT

What Will Be In Your

Custom Annuity Retirement Plan?

The exact type of Annuity that would be best for your retirement based on your specific goals.

How much you should put into your Annuity to achieve your desired amount of guaranteed income for life.

How much guaranteed monthly income you can expect based on your investable assets.

Which Annuity Carrier provides the best type of Annuity for your situation.

We will also email you a copy of the Income and Expense worksheet which will help us determine what annuity will work best for you.

Jeff Weidner

CEO: Boom Retirement/ Retirement Specialist

I will create your Custom Retirement Plan with you, answer any questions you have an help you determine which Annuity is best for your retirement situation.

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