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Question............................

Do you know the difference between the Roth IRA and an IRA?

Do you know the difference between an IRA and a SEP?

What is an annuity?



Is your current retirement plan earning 5%?

Does it have a guaranteed lifetime income option?

Does it earn a current interest rate?

Does it have a 10% annual withdrawal option?

Does it have a guaranteed interest rate?

Does it have a cap on contributions?

Does it have an nursing home rider?

For answers to questions listed above, contact the experienced senior.

Contact Phyllis at 301-769-3770 • 301-259-2213 • Fax 301-769-3929