VIP Planners, Inc., an independent Registered Investment Advisor based in Roanoke, VA, helps clients protect their retirement assets and income. Our independence ensures a fiduciary duty to work in our clients’ best interests. As objective advisors, we select from a wide range of products and services that are appropriate for each client’s situation. The information in this web site is not investment or securities advice and does not constitute an offer.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Investment advisory services offered by VIP Planners, Inc., a registered investment advisory firm. This information is designed to provide general information on the subjects covered. The specialized information we provide regarding tax minimization planning is not intended to (and cannot) be used by anyone to avoid paying federal, state or local municipalities taxes or penalties.

You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.

Insurance and annuity products offered through Terry L. VandeLinde, licensed in VA, License # 687946