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Get in touch

(724) 597-2066

wantjeg@gmail.com

2400 Ansys Drive, Suite 102

Canonsburg, PA 15317

  • Meet The Team
  • Retirement & Financial Services
  • Resources
  • Events
  • Contact
Free Assessment

Wante Financial's Retirement Cheat Sheet Library

Click on the individual cheat sheets below to access them.


2022 Capital Gains Cheat Sheet

2022 Estate Planning Cheat Sheet

2022 Financial Checklist Cheat Sheet

2022 Medicare Cheat Sheet

2022 Medicare Questions Cheat Sheet

2022 401k Rollovers Cheat Sheet

2022 Roth Conversion Cheat Sheet

2022 Social Security Cheat Sheet

2022 Tax Cheat Sheet

2022 FIAs Cheat Sheet

Let’s talk!

Have a question or comment? Let us know.

Call Us:


412-491-2989

Email us:

wantjeg@gmail.com

Come visit:

2400 Ansys Drive, Suite 102,

Canonsburg, PA 15317


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All Rights Reserved | Wantje Financial

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Wantje Financial does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
 
Licensed Insurance Professional. Respond and learn how insurance and fixed annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 21417 - 2021/10/5

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