Keith Dennis

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Keith Dennis - Small Business Retirement Group Expert

Keith Dennis

Keith Dennis Quick Facts

Main Areas
Investments, Retirement Planning, Internet Marketing
Career Focus
Buisness Owner
Affiliation
Small Business Retirement Group

About Keith Dennis

Keith Dennis is an entrepreneurial success story but it wasn’t always that way. Being in business for yourself has major ups and downs. The right path isn’t always clear. You win some and you lose some but most of all you enjoy the jou ey.

The Small Business Retirement Group

Keith started the Small Business Retirement Group in August of 2012 but the plans for the business go back a few years. He has 13 years of experience in the investment industry where his main focus has been helping business owners with their financial needs. Now, his firm focuses on creating tax-free streams of income for business owners in retirement. Small business owners have a dramatic shift in their taxes when they retire. Most are used to writing their expenses and taking large business deductions. At retirement, that special treatment ends and depending on how you invest you could be looking at 40-50% taxes on your income.

The tax-deferred trap holds most business owners hostage. It is a small tax break now with an enormous tax due later. Get in touch with Keith today to learn about how to create tax-free income and get out of the tax-deferred trap forever!

Articles by this expert

SelfGrowth articles and saved writing connected to this expert.

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Article

Using annuities can add so much to retirement. If you are close to retirement or in retirement, a serious look at annuities can change your life. Your income in retirement should be smooth and steady but if you underlying investments that are providing your income are not smooth and steady then watch out! You may in for a bumpy ride that you never wanted for needed to be on in the first place.

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IRA income during retirement is the sought after goal for most people as their dreary jobs keep ticking by one day at a time. Does it have to be that way? What is retirement? When do you retire? Is it 65 years old? Is it you retire when you have your 20 years in or your pension starts? Is it working 3 more years until your social security kicks in? Is it probably never because you didn’t save during your “high earnings” years? When can you retire? Your retirement is dependent on one simple thing, money.

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IRA income stress is very common among retirees but it doesn’t have to be! You can set up your income to go up with inflation, be guaranteed, and never go down. I had a fairly new retiree, let’s call him Mr. Jones, in my office the other day that had only been retired about 7 years. He wanted me to look over his investment strategies and see if any changes needed to be made. What started out as a fairly normal appointment turned into a heartfelt confession. The Setup

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Enjoying your retirement is hard to do when you constantly think about your IRA income and other retirement investments. If you were honest you probably think about money and your investments several times a day.

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Websites & resources

SelfGrowth-published websites, downloads, and contributor profile websites connected to this expert.

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