Disclosures
The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such. Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances. The generalized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipality taxes or penalties.
Any references to annuity guarantees and optional lifetime income rely on the financial strength and claims-paying ability of the issuing insurance company. The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular product. Such information is directed solely to those individuals who reside in the jurisdiction in which the representative is registered in the state where the consumer and/or prospective client reside.
Agents are not licensed to sell insurance in all 50 states. To find out if Sivea Key is licensed in your state, please call Agent’s Phone # (970) 294-1397.
Retirement Safety Zone is not affiliated with, nor endorsed by, the Social Security Administration or any other government agency. By contacting us, you may be offered an insurance or annuity product.
Insurance and annuity products offered through Retirement Safety Zone., Insurance Licensed in Colorado. License Number: 524661
Retirement Analyzer Disclosure:
The information provided by these projections and calculators is for illustrative purposes only. Estimates included are based on information supplied by the client such as estimated Social Security benefits, pension benefits, projections of cost of living increases, inflation rates, and federal and state income tax rates. Current federal income tax tables are used in certain calculations. All of these are subject to change and will have an effect on the long range outcome shown in the analysis. Any interest rates are hypothetical and are not meant to represent any specific investment. Thomas Gold Solutions, LLC has done the due-diligence to maintain the accuracy of the information and calculations, but the assumptions do not encompass all situations. Thomas Gold Solutions, LLC does not make any guarantees on the outcome of any recommendations made based upon the above information. The projections or other information generated by this report regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.
LegacyLock Disclosure:
Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.