I am focused on helping individuals work through crucial retirement decisions, such as:
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Deciding what age to work until
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Choosing from your social security options
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Understanding IRA rollover investment options
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Timing of your retirement distributions
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Tax efficient distribution strategies
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Making your money last through retirement
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Guaranteed income streams in retirement
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Planning for Medicare, Medicaid, and Long term care needs
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Guidance on enrolling into a Medicare health and drug plan based on your individual healthcare needs