Visio-options For Money Transfer
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Understanding Retirement Cash Flow Non Qualified
Qualified Plans
Growth Taxed or Long Term Capital Gain
Tax Deferred 59 ½ - 70½
401K
Personal Assets
Pension
Options
IRA Account(s)
Roll Over
Special Accounts Tax Free Growth And Withdrawals
Roll out Taxed + Penalty?
Individual 401K Plan Retail or Fee Based Managed Accounts Roth IRA
Annuities
Stocks
Bonds Social Security
Asset Allocation Models
Managed Accounts
100% is Taxed
Stocks Bonds Mut Funds
May Be Taxed
Roth 401K CV Life Insurance
CD’s Money Market $
REITS UIT’s Alternative
Non-Qual Annutities ***
Other Invests.
Growth Taxed as Income Or Long Term Capital Gain
Muni Bonds Health Savings Account 100% Tax Free
Retirement Cash Flow R. Pat Webb (970) 776-3306
© 2009
Qualified Plans
Growth Taxed or Long Term Capital Gain
Tax Deferred 59 ½ - 70½
401K
Personal Assets
Pension
Options
IRA Account(s)
Roll Over
Special Accounts Tax Free Growth And Withdrawals
Roll out Taxed + Penalty?
Individual 401K Plan Retail or Fee Based Managed Accounts Roth IRA
Annuities
Stocks
Bonds Social Security
Asset Allocation Models
Managed Accounts
100% is Taxed
Stocks Bonds Mut Funds
May Be Taxed
Roth 401K CV Life Insurance
CD’s Money Market $
REITS UIT’s Alternative
Non-Qual Annutities ***
Other Invests.
Growth Taxed as Income Or Long Term Capital Gain
Muni Bonds Health Savings Account 100% Tax Free
Retirement Cash Flow R. Pat Webb (970) 776-3306
© 2009
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