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# Financial & Tax Architects | Retirement & Wealth Planning

An Independent Financial Advisor & Fiduciary Located in St. Louis, Nashville, Chicago, Dallas

## Sitemaps

- [XML Sitemap](https://fta-ria.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [Benefits of Charitable Giving in Retirement](https://fta-ria.com/benefits-of-charitable-giving-in-retirement/) - Now that you've retired, you can still take advantage of many charitable giving tax benefits. Here are some of the ways to do that.
- [The Best Way to Prepare for Health Care Costs in Retirement](https://fta-ria.com/health-care-costs-in-retirement/) - Health care can be expensive as you get older and retire. Planning a budget for health care costs and enrolling in a health savings account are just two ways you can prepare for health care costs in retirement.
- [From the Desk of Gordon Haave - April 2022](https://fta-ria.com/from-the-desk-of-gordon-haave-april-2022/)
- [Do You Pay Income Taxes in Retirement?](https://fta-ria.com/income-taxes-in-retirement/) - Do you pay income taxes in retirement? Retirees no longer earn a steady income. However, taxes are inevitable. With proper planning, you can lower your tax burden during retirement.
- [From the Desk of Gordon Haave - March 2022](https://fta-ria.com/from-the-desk-of-gordon-haave-march-2022/)
- [From the Desk of Gordon Haave - February 2022](https://fta-ria.com/from-the-desk-of-gordon-haave-february-2022/)
- [From the Desk of Gordon Haave - January 2022](https://fta-ria.com/january-2022-market-update/)
- [Having Life Insurance for Retirement - Do You Need a Policy?](https://fta-ria.com/life-insurance-for-retirement/)
- [Rollover Pros and Cons - What Is a Rollover and Should You Do It Before You Retire?](https://fta-ria.com/rollover-pros-and-cons/)
- [2021 Mid-Year Market review](https://fta-ria.com/2021-mid-year-market-review/)
- [How Retirees Are Spending Their Retirement Funds](https://fta-ria.com/retirement-trends-how-retirees-are-spending-their-retirement-funds/)
- [How the Current Low Interest Rates Can Affect Your Retirement](https://fta-ria.com/how-low-interest-rates-can-affect-your-retirement/)
- [Considerations for Making the Most Out of Social Security Planning](https://fta-ria.com/social-security-planning/)
- [Year-End 2021 Tax Preparation Checklist](https://fta-ria.com/2021-tax-preparation-checklist/)
- [Inflation and Its Potential Influence on Your Retirement Savings](https://fta-ria.com/inflation-and-its-potential-influence-on-your-retirement-savings/)
- [Ways to boost your retirement savings](https://fta-ria.com/boost-your-retirement-savings/)
- [Death, Taxes, and Death Taxes](https://fta-ria.com/death-taxes-and-death-taxes/)
- [What is a fiduciary financial advisor?](https://fta-ria.com/what-is-a-fiduciary-financial-advisor/)
- [What is elder financial abuse, and could it be happening to you?](https://fta-ria.com/elder-financial-abuse/)
- [Understanding Private Pension Plans and Annuities for Your Retirement](https://fta-ria.com/what-is-a-private-pension-preparing-for-retirement/)
- [7702 Cash Value Life Insurance - The alternative to long-term care insurance you should know about](https://fta-ria.com/alternatives-to-long-term-care-insurance/)
- [How to Decide on a Financial Professional - What to look for and what to avoid?](https://fta-ria.com/how-to-decide-on-a-financial-professional/)
- [What Questions Should I Ask About Retirement Planning?](https://fta-ria.com/what-questions-should-i-ask-about-retirement-planning/)
- [How Do I Know Whether I'm Retirement Ready?](https://fta-ria.com/how-do-i-know-whether-im-retirement-ready/)
- [What is the best age to claim Social Security?](https://fta-ria.com/claim-social-security-at-the-best-time/)
- [Are Your Retirement Plans SECURE Now?](https://fta-ria.com/potential-benefits-for-retirement-savers-and-retirees/)
- [Why Losses Hurt So Much More Than Gains Help You](https://fta-ria.com/why-losses-hurt-so-much/)
- [Are you taking too much risk in retirement?](https://fta-ria.com/are-you-taking-too-much-risk-in-retirement/)
- [Retirement Tax Planning for the Pandemic and What You Need to Know](https://fta-ria.com/retirement-tax-planning-for-the-pandemic-and-what-you-need-to-know/)
- [Falling into the Social Security Trap](https://fta-ria.com/how-to-take-social-security-correctly/)
- [Do you have Recurring Income in your Retirement?](https://fta-ria.com/do-you-have-recurring-income-in-your-retirement/)
- [3 Tax traps to avoid in retirement](https://fta-ria.com/3-tax-traps-to-avoid-in-retirement/)
- [Understanding RMDs and How They Impact You](https://fta-ria.com/understanding-rmds-and-how-they-impact-you/)

## Pages

- [Facebook Leads](https://fta-ria.com/fb-leads/) - Name(Required) First Last Email(Required) Number(Required)
- [FTA Call Status Form](https://fta-ria.com/cde-call-form/) - CDE Call Registrations Fill out the form below to update the call status of either the class referrals or Class Registration Confirmations.
- [Our Team](https://fta-ria.com/our-team/) - Meet our retirement specialists & financial advisors serving St. Louis, Chicago, Nashville, & Dallas. Schedule a consultation today.
- [Our Team](https://fta-ria.com/our-team-2/) - Meet the financial advisors and staff at Financial & Tax Architects — a team of retirement specialists serving St. Louis, Chicago, Dallas, and Nashville.
- [3 Tax Traps](https://fta-ria.com/3-tax-traps/) - Think your taxes will drop in retirement? Think again. Learn the three tax traps that could drain your savings and how to avoid them with FTA.
- [Unpredictable Markets Can Threaten Retirement Income Plans St Louis](https://fta-ria.com/markets/) - Download Your Free Market Volatility White Paper Today In just 5 minutes, you’ll learn: • How to shrink sequence of returns risk • Ways to protect income in down markets • A clear path to retirement confidence Don’t let volatility derail your retirement. Download your free guide now and take the first step toward security
- [Free Social Security Guides](https://fta-ria.com/social-security-guide/) - Get our free Social Security guide and learn when to claim, how to maximize your benefit, and how to avoid the most costly mistakes pre-retirees make.
- [What’s Your Plan for Rising Costs in Retirement?](https://fta-ria.com/costs/) - Inflation is one of the biggest threats to your retirement savings. Learn how we help clients build strategies to protect their purchasing power.
- [Thanks for requesting our Whitepaper](https://fta-ria.com/whitepaper-thanks/) - We will be holding retirement classes in your area – Click here for more information Investment advice offered through Financial & Tax Architects, LLC (“FTA”). FTA is a Registered Investment Advisor.
- [3 Tax Traps](https://fta-ria.com/3-tax-traps-do-not-use/) - Think your taxes will drop in retirement? Think again. Learn the three tax traps that could drain your savings and how to avoid them with FTA.
- [St Louis Social Security 101 - AcquireUp Digital - Outside](https://fta-ria.com/stlouis-ss-101-class/) - Social Security 101 A free one-hour, interactive class to help you better prepare for your retirement Claim Every Dollar That is Rightfully yours! Join Us For A Complimentary Social Security 101 Course. Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits.
- [St Louis Social Security 101 - AcquireUp - Outside](https://fta-ria.com/stlouis-ss-101/) - Social Security 101 A free one-hour, interactive class to help you better prepare for your retirement Claim Every Dollar That is Rightfully yours! Join Us For A Complimentary Social Security 101 Course. Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits.
- [St Louis Retirement 101 Class - AcquireUp Digital - Outside](https://fta-ria.com/stlouis-101-class/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the St Louis metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class
- [Saint Louis Retirement 101 Class - AcquireUp - Outside](https://fta-ria.com/stlouis-101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the St. Louis metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class
- [Nashville Social Security 101 - AcquireUp Digital - Outside](https://fta-ria.com/nashville-ss-101-class/) - Social Security 101 A free one-hour, interactive class to help you better prepare for your retirement Claim Every Dollar That is Rightfully yours! Join Us For A Complimentary Social Security 101 Course. Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits.
- [Nashville Social Security 101 - AcquireUp - Outside](https://fta-ria.com/nashville-ss-101/) - Social Security 101 A free one-hour, interactive class to help you better prepare for your retirement Claim Every Dollar That is Rightfully yours! Join Us For A Complimentary Social Security 101 Course. Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits.
- [Nashville Retirement 101 Class - AcquireUp Digital - Outside](https://fta-ria.com/nashville-101-class/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Nashville metro area. The USA Today ranking was given on April 28, 2025 and was created and tabulated by USA Today and Statista. The ranking was formulated based on a combination of: (1)
- [Nashville Retirement 101 Class - AcquireUp - Oustside](https://fta-ria.com/nashville-101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Nashville metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class Retirement
- [Dallas Retirement 101 Class - AcquireUp Digital - Outside](https://fta-ria.com/dallas-101-class/) - The USA Today ranking was given on April 28, 2025 and was created and tabulated by USA Today and Statista. The ranking was formulated based on a combination of: (1) survey results for the period of November 2024 through January 2025, (2) an investment adviser’s long-term growth in assets under management for the period of
- [Dallas Retirement 101 Class - AcquireUp - Outside](https://fta-ria.com/dallas-101/) - The USA Today ranking was given on April 28, 2025 and was created and tabulated by USA Today and Statista. The ranking was formulated based on a combination of: (1) survey results for the period of November 2024 through January 2025, (2) an investment adviser’s long-term growth in assets under management for the period of
- [Chicago Retirement 101 Class - AcquireUp Digital - Outside](https://fta-ria.com/chicago-101-class/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Chicago metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class Retirement
- [Chicago Retirement 101 Class - AcquireUp - Outside](https://fta-ria.com/chicago-101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Chicago metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class Retirement
- [St. Louis Social Security 101 - Powermailers - Outside](https://fta-ria.com/stlouis-ss101/) - Social Security 101 A free one-hour, interactive class to help you better prepare for your retirement Claim Every Dollar That is Rightfully yours! Join Us For A Complimentary Social Security 101 Course. Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits.
- [St. Louis Retirement 101 Class - Powermailers - Outside](https://fta-ria.com/stlouis101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the St. Louis metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class
- [St Louis Wealth 101 Class - FTA](https://fta-ria.com/stlouisw101/) - Register for FTA’s Wealth 101 class in the St. Louis area and learn how to build, protect, and pass down lasting generational wealth with purpose and intention.
- [Nashville Social Security 101 - Powermailers - Outside](https://fta-ria.com/nashville-ss101/) - Social Security 101 A free one-hour, interactive class to help you better prepare for your retirement Claim Every Dollar That is Rightfully yours! Join Us For A Complimentary Social Security 101 Course. Social Security is a complicated program. It is to your advantage to understand how the program works so you can maximize your benefits.
- [Nashville Retirement 101 Class - Powermailers - Outside](https://fta-ria.com/nashville101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Nashville metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class Retirement
- [Dallas Retirement 101 Class - Powermailers - Outside](https://fta-ria.com/dallas101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Dallas metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class Retirement
- [Chicago Retirement 101 Class - Powermailers - Outside](https://fta-ria.com/chicago101/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the Chicago metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class Retirement
- [St. Louis Retirement 101 Class - Proforma](https://fta-ria.com/101stlouis/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the St Louis metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class
- [St Louis Social Security 101 - FTA](https://fta-ria.com/ss-101-stlouis/) - Learn smart strategies to maximize benefits and plan your retirement. Register for your free social security class in St. Louis today.
- [St. Louis Retirement 101 Class - FTA](https://fta-ria.com/retirement-101-class/) - Get a hands-on, in-depth look at the nuances of retirement financial planning. Register for your free 1.5 hour session in St. Louis today.
- [Nashville Social Security 101 - FTA](https://fta-ria.com/ss-101-nashville/) - Learn smart strategies to maximize benefits and plan your retirement. Register for your free social security class in Nashville today.
- [Dallas Retirement 101 Class - FTA](https://fta-ria.com/retirement-101-class-dallas/) - Get a hands-on, in-depth look at the nuances of retirement financial planning. Register for your free 1.5 hour session in Dallas today.
- [Chicago Retirement 101 Class - FTA](https://fta-ria.com/retirement-101-class-chicago/) - Get a hands-on, in-depth look at the nuances of retirement financial planning. Register for your free 1.5 hour session in Chicago today.
- [Las Vegas Retirement 101 Class - FTA](https://fta-ria.com/las-vegas101/) - Join FTA’s 90-minute Retirement 101 class near Columbia, SC and learn how to protect savings, plan income, and make smarter retirement decisions. Sign up now.
- [Columbia,SC Retirement 101 Class - FTA](https://fta-ria.com/columbia-sc101/) - Join FTA’s 90-minute Retirement 101 class near Columbia, SC and learn how to protect savings, plan income, and make smarter retirement decisions. Sign up now.
- [Frederick Retirement 101 Class - FTA](https://fta-ria.com/frederick101/) - Join FTA’s 90-minute Retirement 101 class near Frederick, MD and learn how to protect savings, plan income, and make smarter retirement decisions. Sign up now.
- [Gary Davis](https://fta-ria.com/gary-davis/)
- [Nashville Retirement 101 Class - FTA](https://fta-ria.com/retirement-101-class-nashville/) - Get a hands-on, in-depth look at the nuances of retirement financial planning. Register for your free 1.5 hour session in Nashville today.
- [Affiliate Internal Reg. Form](https://fta-ria.com/aff-int-reg-form/) - If it is after 5pm and you need immediate assistance please call Nichole’s cell phone number.*** If you do not have Nichole’s cell number, reach out to Matt F. he has the number***
- [Class Reschedule Form FTA](https://fta-ria.com/class-reschedule-form/) - If it is after 5pm and you need immediate assistance please call Nichole’s cell phone number.*** If you do not have Nichole’s cell number, reach out to Matt F. he has the number***
- [Justin Yoo - Financial Advisor](https://fta-ria.com/justin-yoo/) - Justin Yoo is a Financial Advisor serving Frederick, Maryland, helping individuals and families with retirement planning and long-term financial guidance.
- [Home Page](https://fta-ria.com/home/) - Financial & Tax Architects is an independent fiduciary that serves clients in St. Louis, Nashville, Chicago, and Dallas. Get the retirement support you need.
- [ADV Downloads](https://fta-ria.com/adv-downloads/) - Download Financial & Tax Architects' Form ADV and other SEC-required regulatory disclosure documents for registered investment advisors.
- [Terms & Conditions](https://fta-ria.com/terms-conditions/) - Read the terms and conditions governing use of the Financial & Tax Architects website and the services we provide.
- [Our Services  - Solutions](https://fta-ria.com/solutions/) - From financial planning to investment management, Financial & Tax Architects can help you prepare for retirement and protect against risk. Discover our solutions.
- [Privacy Policy](https://fta-ria.com/privacy-policy/) - Read Financial & Tax Architects' privacy policy to understand how we collect, use, and protect your personal information.
- [Insurance](https://fta-ria.com/insurance/) - FTA clients can access their insurance accounts here. Log in to Allianz, Athene, Nationwide, Prudential, and dozens of other carrier portals from one place.
- [Gordon Haave](https://fta-ria.com/gordon-haave/) - Gordon Haave, President of FTA and CFA, has 30+ of experience in financial services and serves as the Chief Investment Officer. Learn more about Gordon.
- [D. Scott Brooks](https://fta-ria.com/d-scott-brooks/) - D. Scott Brooks, CEO, has 35+ years of finance experience and specializes in retirement risk management. Learn more about Scott and his investment philosophy.
- [Disclaimer](https://fta-ria.com/disclaimer/) - Important disclosures from Financial & Tax Architects, LLC. This site is for informational purposes only and does not constitute financial, legal or tax advice.
- [Contact](https://fta-ria.com/contact/) - Want to secure your savings for retirement? Contact Financial & Tax Architects for a complimentary discovery call to discuss your goals.
- [Careers](https://fta-ria.com/careers/) - Interested in becoming a financial advisor? Join FTA in our mission of helping everyday people retire with confidence. Apply today.
- [Accessibility](https://fta-ria.com/accessibility-statement/) - Financial & Tax Architects is committed to making our website accessible to all users. Learn about our accessibility practices and how to contact us for help.
- [R David Jones](https://fta-ria.com/r-david-jones/) - David Jones, CWM, CFEI, is a Columbia, SC based Financial Advisor focused on retirement planning, insurance strategies, and risk management for clients.
- [Randy Knapp](https://fta-ria.com/randy-knapp/)
- [St Louis Retirement 101 Class - Proforma Digital](https://fta-ria.com/101stlouis-class/) - Retirement Planning 101 Class A free 1 ½ hour intensive, hands-on retirement financial planning class held at Colleges and Universities throughout the St Louis metro area. How to Retire With Confidence! Join Us For A Complimentary 1 ½ Hour Retirement Financial Planning Course On How To Plan Your Retirement Using Proven Strategies. About the Class
- [Retirement 101 Class - Sean Kenney](https://fta-ria.com/sean-kenney/)
- [Retirement 101 Class - Anthony Gitcho](https://fta-ria.com/anthony/)
- [Retirement 101 Class - Derail](https://fta-ria.com/derail/)
- [Speak with a Retirement Professor – Tax Strategies](https://fta-ria.com/tax-strategies/) - As seen in Kiplingers: Don’t Miss Your Complimentary Tax Reduction or IRA & 401(k) Analysis Talk with one of our Retirement Professors and learn how you can leverage some simple defensive tax-planning strategies now, that could save you a fortune in the future. YOUR RETIREMENT PROFESSORS Scott Brooks & Gordon Haave With a combined experience
- [On The Radio](https://fta-ria.com/on-the-radio/)
- [Retirement 101 Class - Market Crash?](https://fta-ria.com/dollar/)
- [Retirement 101 Class - Mark](https://fta-ria.com/mark/)
- [Test Page](https://fta-ria.com/test-page/)
- [Resource Center](https://fta-ria.com/resource-center/)
- [Nashville Retirement 101 Class - FTA](https://fta-ria.com/nashville-retirement-101/)
- [Class Facility Form](https://fta-ria.com/class-facility-form/)
- [Unpredictable Markets Can Threaten Retirement Income Plans TN](https://fta-ria.com/markets-nashville/) - Download Your Free Market Volatility White Paper Today In just 5 minutes, you’ll learn: • How to shrink sequence of returns risk • Ways to protect income in down markets • A clear path to retirement confidence Don’t let volatility derail your retirement. Download your free guide now and take the first step toward security
- [Unpredictable Markets Can Threaten Retirement Income Plans Chicago](https://fta-ria.com/markets-chicago/) - Download Your Free Market Volatility White Paper Today In just 5 minutes, you’ll learn: • How to shrink sequence of returns risk • Ways to protect income in down markets • A clear path to retirement confidence Don’t let volatility derail your retirement. Download your free guide now and take the first step toward security
- [What’s Your Plan for Rising Costs in Retirement?](https://fta-ria.com/costs-nashville/) - What’s Your Plan for Rising Costs in Retirement? Inflation doesn’t just shrink your income. It can steal your spontaneity, generosity, and peace of mind. Our free guide shows how to safeguard the retirement you’ve earned, so you can live the life you’ve imagined. Find Out How… Fill out the form below to get the Inflation whitepaper:
- [What’s Your Plan for Rising Costs in Retirement?](https://fta-ria.com/costs-chicago/) - What’s Your Plan for Rising Costs in Retirement? Inflation doesn’t just shrink your income. It can steal your spontaneity, generosity, and peace of mind. Our free guide shows how to safeguard the retirement you’ve earned, so you can live the life you’ve imagined. Find Out How… Fill out the form below to get the Inflation whitepaper:
- [Free Social Security Guide](https://fta-ria.com/social-security-guide-chicago/) - Would you be upset if you lost $111,000 in retirement income? And with the Social Security Trust fund in as much trouble as it’s in now… It’s never been more important to ensure you have the right strategy. A strategy that could help you get every penny of income… that’s rightfully yours. Find Out Why…
- [3 Tax Traps](https://fta-ria.com/3-tax-traps-chicago/) - Do you think your taxes will be higher or lower in retirement? Most people assume they’ll be paying fewer taxes in retirement. That’s understandable because they’re no longer earning a paycheck. Unfortunately, that won’t be the case for many hard-working Americans. Find Out Why… Fill out the form below to get the Three Retirement Tax
- [Thanks 101 Class](https://fta-ria.com/thanks-class/)
- [Free Social Security Analysis](https://fta-ria.com/ssa/) - Would you be upset if you lost $111,000 in retirement income? According to Forbes… 96% of Americans forfeit an average of $111,000 in Social Security income. A reality that anyone in their right mind would avoid. And with the Social Security Trust fund in as much trouble as it’s in now… It’s never been more
- [How Can We help?](https://fta-ria.com/how-can-we-help-new/) - 9 OUT OF 10 Almost nine out of ten Americans (88%) say working with a financial advisor would help them reach their financial goals including planning for a comfortable retirement.* Learn the best way to handle these andother critical concerns for your goals: Our course has been refined over 25 years of teaching to give
- [How Can We help?](https://fta-ria.com/help-you/) - It’s Nice to Meet You! How Can We help? If you have retirement on your mind, chances are you have some unanswered questions or concerns. If so, we would like to hear about them (really!) and give you the information you need. Two Ways We Can Answer Your Questions – However You Like to Learn Join
- [How Can We help You?](https://fta-ria.com/can-we-help-you/) - It’s Nice to Meet You! How Can We help? If you have retirement on your mind, chances are you have some unanswered questions or concerns. If so, we would like to hear about them (really!) and give you the information you need. Two Ways We Can Answer Your Questions – However You Like to Learn Join
- [Retirement Professors](https://fta-ria.com/retirement-professors/)
- [It’s Nice to Meet You! How Can We help?](https://fta-ria.com/can-we-help/) - It’s Nice to Meet You! How Can We help? If you have retirement on your mind, chances are you have some unanswered questions or concerns. If so, we would like to hear about them (really!) and give you the information you need. Two Ways We Can Answer Your Questions – However You Like to Learn Join
- [Retirement on your mind? What keeps you up at night?](https://fta-ria.com/what-keeps-you-up-at-night/) - Retirement keeping you up at night? Planning for retirement can be scary, with high inflation, market volatility and looming tax increases. It doesn’t have to be! Get the facts you need to know! Let’s get you going – with a Retirement Planning 101 Course. This one-night, complementary course could help you… Lower your taxes in
- [Custom Retirement Plan](https://fta-ria.com/custom-retirement-plan/) - Your Custom Complete Written Retirement Plan Discover how you could create a custom plan to help you retire, and stay retired, based on your values and goals. This detailed plan includes specific strategies to help your money go further in retirement, including steps on how to: Reduce your taxes in retirement Maximize your Social Security benefits
- [Mark R. Kukielski](https://fta-ria.com/mark-r-kukielski/)
- [Golden Age of Annuities](https://fta-ria.com/gaa/) - Do you own an annuity? When interest rates drop… today’s great annuity rates may disappear! So, time may be running out to lock in some of the most attractive annuity rates… in decades. If you already have an annuity, find out whether you can achieve 10%, 20%, 30% or even more lifetime income by upgrading your
- [Upgrade Your Annuity](https://fta-ria.com/upgrade/) - Do you own an annuity? Did you know you could upgrade your annuity and get 40% more income, tax deferred growth and pay fewer fees and expenses? This upgrade could add up to tens of thousands, if not hundreds of thousands of dollars and additional lifetime income, and may not cost you a dime.. To discover
- [Retirement 101 Course - Register Now!](https://fta-ria.com/retirement-101-course/)
- [On The Radio Thanks](https://fta-ria.com/class-thanks/)
- [Join Us for A Cooking Class](https://fta-ria.com/cooking-class-invitation/) - You and a friend or family member(s) are invited to… Join Us for a Cooking Class! 3 Dates to Choose From: ​Tuesday, July 25Tuesday, August 1Wednesday, September 20 Time: 6-9pm Kitchen Conservatory | 8021 Clayton Road | St Louis, MO 63117
- [About Us](https://fta-ria.com/about-us/)
- [Retirement 101 Course - Watch](https://fta-ria.com/retirement-101-course-watch/)
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- [Retirement lifestyle](https://fta-ria.com/category/retirement-lifestyle/)

## Tags

- [Required minimum distributions](https://fta-ria.com/tag/required-minimum-distributions/)
- [RMD](https://fta-ria.com/tag/rmd/)
- [Retirement](https://fta-ria.com/tag/retirement/)
- [Recurring Income](https://fta-ria.com/tag/recurring-income/)
- [Retirement plan](https://fta-ria.com/tag/retirement-plan/)
- [Tax traps](https://fta-ria.com/tag/tax-traps/)
- [etirement](https://fta-ria.com/tag/etirement/)
- [Social Security](https://fta-ria.com/tag/social-security/)
- [Retirement planning](https://fta-ria.com/tag/retirement-planning/)
- [Tax planning](https://fta-ria.com/tag/tax-planning/)
- [Risk](https://fta-ria.com/tag/risk/)
- [Market](https://fta-ria.com/tag/market/)
- [Retirement Plans](https://fta-ria.com/tag/retirement-plans/)
- [taxes](https://fta-ria.com/tag/taxes/)
- [charitable giving](https://fta-ria.com/tag/charitable-giving/)