Griessel Tiffany Group
 

Questionnaire

If you find these questions intriguing and want to learn more, please contact us. We'll be happy to discuss these concepts with you.

1. Have you had the "stretch IRA" concept explained?

2. Do you know when to use a SPIA versus a CD to maximize income?

3. Do you know how to magnify your estate with one payment?

4. Are you interested in current mutual fund returns with no current income tax?

5. Have you been shown how to maximize a portion of your equity in your home or other real
     estate properties?

6. Have you been shown how to insure your IRA?

7. Do you know how to be your own bank?

8. Do you know the three ways to fund college?

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