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RETIREMENT INVESTORS – IS IT TIME FOR A FINANCIAL CHECKUP? YES!
CAN YOU INCREASE INVESTMENT INCOME WITHOUT INCREASING RISK? YES, WITH TAX & COST EFFICIENCIES!
CAN YOU LEGALLY AVOID ESTATE AND INCOME TAXES? YES, WITH THE ASSETS IN A LEGACY 529 PLAN
CAN YOU TURN A $14,000 INVESTMENT INTO $73,000 OF TAX SAVINGS? MAYBE, HERE’S HOW:
Should You Invest in an Annuity? Decide with Help from this Analysis

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