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D.B. French & Company, LLC – Matthew L. Weisberg

D.B. French & Company, LLC – Matthew L. Weisberg

IRA’s offer no significant protection for spouses.

Social Security/Pensions have spousal protection.

Joint Retirement Account JRA offers 100% spousal protection by putting retirement monies into a qualified plan such as:  IRA –  Annuity – Joint Retirement.

Joint Retirement Accounts are available to any couple with a marriage license.

Qualified JRA’s have no age consequence.

Non-Qualified Accounts – Surviving spouse must turn 60 before taking income for account.

For More Info Call 248-798-9442 or email Matthew L Weisberg

248-798-9442
,
1450 W Long Lake Suite 150
Troy
MI
48098
  • D.B. French & Company, LLC – Matthew L. Weisberg

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D.B. French & Company, LLC – Matthew L. Weisberg


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