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A successful retirement encompasses:

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• A written retirement income plan- Timing of distributions and managing multiple income streams and accounts.

• Social Security and Medicare planning- to help you avoid penalties and make informed decisions about when to apply.

• Tax Planning- maximizing your income and making it last for decades.

• Strategic Investing- Portfolio management to help you navigate an ever-changing economy and stock market, and to help you mitigate rising healthcare costs, longevity risk, and inflation in post-retirement.

• Protection of Your Wealth- having all your financial directives in order for a seamless transfer of wealth to your loved ones. 

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A custom-tailored Retirement Plan is crafted for you with the Asset Management Service

or 

Choose a One-Time Retirement Plan, view fees: InvestEdge Planning Services

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