Jim Sloan & Associates

Free Reports

“How Boomers Can Avoid Many Costly Mistakes When Nearing Retirement”
The day will come when you leave your employer, either via downsizing or retirement. When that day arrives, you’ll have plenty of questions and many options to consider. You’ll begin to make decisions that will directly or indirectly affect your financial security in retirement. This report outlines the most common and costly financial mistakes made by pre-retirees and the simple steps to avoid them. If you are at least age 50, click here to receive your complimentary copy.

“Be Wary Of These 2 Potential IRA Tax-Traps”
This consumer report reveals potentially huge tax-traps that await many unsuspecting IRA owners. These potential IRA tax-traps could cost you and your family a small fortune over your lifetimes. This report outlines these tax-traps and the simple steps to avoid them. If you are at least age 50 with an IRA, click here to receive your complimentary copy.

“How Recent 403(b) and TRS Rule Changes May Negatively Affect Educators”
Recent TRS and Social Security legislation has changed your benefits like never before…and will continue to change them as the years go by. Many educators have little or no understanding of their state and federal retirement benefits/options. Yes, you can go to TRS’ website and download booklets and handbooks on your benefits and options, but applying that information to your particular situation is not an easy task and could derail your retirement years if you make the wrong decisions. If you are an educator and are less than 5 years away from retiring, click here to receive your complimentary copy.

Securities offered through Kalos Capital, Inc. and Investment Advisory Services offered through Kalos Management, Inc., both at 3780 Mansell Rd. Ste. 150, Alpharetta, GA 30022, ph.678.356.1100. Member FINRA/SIPC. Jim Sloan & Associates is not affiliated with Kalos Capital, Inc. or Kalos Management, Inc.