ATTENTION RETIREES!
Your Retirement Tax-Savings Roadmap
Starts Here
We’ve assisted thousands of Americans with their retirement plans. Now, it’s your turn to take control of your financial future with clear guidance from experienced advisors.
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Not all annuities are created equal.
No jargon, no pressure, no obligation. Just clear guidance.
What You’ll Learn in This Special
Not all annuities are created equal.
Some of the biggest tax mistakes people make in their 50s, 60s, and 70s — and how to avoid them.
How to potentially reduce taxes on IRAs, Roth conversions, and RMDs.
Why your will may not control who inherits your IRA — and what to do about it.
Withdrawal strategies to help protect your income and legacy.
How recent tax law changes may impact your retirement plan.
Choosing the wrong annuity could cost you tens of thousands.
You’ve worked hard to build your nest egg.
The last thing you want is to lose control of it—or lock yourself into something that doesn’t fit. That’s why we take a different approach.
We help you evaluate which annuity structures align with your income needs, growth goals, and risk tolerance.
Market Protection
Guaranteed Income
No Hidden Fees
Tax-Deferred Growth Potential
Copyright © 2025 Oliver Asset Management
1729 Terry Street, Longmont, CO 80501
Advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Oliver Asset Management are unaffiliated entities.
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional tax advice for applicability to your personal situation.
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Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values. Annuities are not FDIC insured and it is possible to lose money.
Annuities are insurance products that require a premium to be paid for purchase.
Annuities do not accept or receive deposits and are not to be confused with bank issued financial instruments.
During all video segments, Dick and Eric are referring to Fixed Annuities unless otherwise specified.
Retirement Planning and annuity purchase assistance may be provided by Eric Judy or by referral to a recommended, experienced, Fiduciary Investment Advisor in helping Annuity Guys website visitors. Dick Van Dyke semi-retired from his Investment Advisory Practice in 2012 and now focuses on this educational Annuity Guys Website. He still maintains his insurance license in good standing and assists his current clients.
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