Free Reports for All Clients:

Dan White and Associates offers free reports and articles on a wide variety of financial retirement topics. We believe that a well informed retiree is our best customer.

RETIREMENT PLANNING

Retirement Navigator, a comprehensive retirement plan.

• Retirement Solutions Report. An analysis of your retirement plan.
• Stretch IRA Illustrations
• Roth Conversion Analysis
• Securing the Vault - The Seven Potential Threats to Your Retirement Plan Assets.
• Consumer Guide to Annuities.
• Are Fixed Index Annuities All They're Cracked Up to Be? by the Wharton Financial Institutions Center
• Weekly Newsletter that covers Tax, Economy, and Goal Changes.

LONG TERM & HEALTH CARE PLANNING & FUNDING

LEGAL AND ESTATE PLANNING

12 Most Common Estate Planning Mistakes and How to Avoid Them.

• Our LEGAL Blog; LevinLawyer!