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The
Tax Shelter Annuity Review Process begins with a careful,
comprehensive, confidential analysis. We take into account your
financial needs and goals. After a careful review process we show
you the values and opportunities of a TSA program.
This
analysis includes a comparison of your before and after tax
picture. A comprehensive paycheck comparison will show you exactly
how your T.S.A. deposit will reduce your federal and state taxes.
You determine the course of action. The most important question
you will have is how much to save each month.
TSA
PRO Services include the following review and analysis. Everything
is analyzed using the most sophisticated computer programs on
the market. These programs are updated annually to reflect any
changes in the tax laws. We also communicate with the STRS Program
in Sacramento when needed as well as the payroll department at
LAUSD and other district payroll departs are also available to us.
Retirement
Needs Analysis
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403(b)
Maximum Exclusion Allowance.
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Paycheck
Analysis
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STRS
Retirement Projections
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Pension
MAX Solutions
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Illustrations
on all the above
TSAPRO
has Illustration Systems for the following:
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STRS
Retirement Projections
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Product
Comparisons
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Lump Sum
Rollover Comparisons
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Future
Value Accumulations
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Account
Distribution Printouts
Loans:
TSA programs include the availability of LOANS. A loan can be
taken for personal needs and include the purchase of a home. Loan
availability depends on the total sum in all T.S.A. accounts.
Loans can be for 5 years and may go as long as 15 or 30 years.
Your loan , when paid back systematically, is not taxed. Net loan
costs are minimal. Many of our clients have used loans to make
down payments on their first homes. Your annuity account continues
to earn interest for the total amount that you have deposited.
Your
TSA PROFESSIONAL works with a wide variety of companies that have
TSA and Annuity programs. The ones we use offer excellent service
and their products have excellent rates of return. Products vary
and include TSA's, Tax Deferred Annuities, Life Insurance and other
insurance products.
E-MAIL
: TSA PRO / LEON FAINSTADT
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