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Klingensmith Financial Services

Call 814-240-3433

larry@urmoneyatwork.com

Mailing Address:
4220 Peach Street
Suite A
Erie, PA 16509

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Will you be in a lower tax bracket when you are retired?

Which retirement option's survivor benefit runs out in 20 years or less?

Which products are sheltered from taxes, allows tax-free withdrawls at any age and passes tax free to heirs?

What amount of your pension plan is eligible to be rolled into an IRA at retirement?

What is a Stretch IRA used for?

If your social security benefit is $1,200 monthly and your spouses is $1,000 monthly, upon your death how much will your spouse continue to receive?

Medicare will pay ________ when a person is diagnosed with dementia?

Why should a teacher not contribute to a 403B / TSA?

Which of the following accounts will guarantee you an income for life, even if your account goes to zero?

What is the minimum age a teacher can retire at?

If you can't answer 7 of these questions - please read on!

Klingensmith Financial Services | 4420 Peach St, Suite A, Erie, PA 16509 | Phone: (814) 240-3433 | larry@urmoneyatwork.com
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Klingensmith Financial Services may only conduct business with residents of the states and/or jurisdictions for which we are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Contact us for information and availability.

Securities offered through Trustmont Financial Group, Inc. Member FINRA/SIPC Registered investment Advisory Services offered through Trustmont Advisory Group, Inc. 200 Brush Run Road, Suite A Greensburg, PA 15601 Phone: 724-468-5665. Klingensmith Financial Services is not affiliated with Trustmont Financial Group, Inc. or Trustmont Advisory Group, Inc.

Contact

Klingensmith Financial Services

Larry C. Klingensmith

Teachers Retirement Readiness Manual