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Beware of Bonds!

“Don’t let your advisor sink your retirement investment with an outdated, failing asset allocation: the 60/40 portfolio”

Click here to learn why.

If you haven’t seen or heard the pitches for equity indexed annuities, you probably will before long. Wall Street has identified this as a profitable product – profitable, that is… for THE ANNUITY SAL

A slew of tax rules are waiting to trip you up when it comes time to move money or cash out your individual retirement account, (IRA) or qualified employer retirement plan. Click here to download.

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