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The Baby Boomer’s Guide to IRA Planning

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The Baby Boomer's Guide to IRA Planning

Navigating the world of IRAs involves a complex interplay with various aspects of your financial strategy, including investments, taxes, and estate management. This guide has been crafted to spotlight crucial IRA insights and planning strategies, empowering you to make informed decisions that align with your family’s financial goals. Access the report now to get started.
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You'll Learn:

  • IRA fundamentals you should know about
  • How IRA withdrawals are taxed
  • How Roth IRA conversions work
  • Dealing with assets held in employer-sponsored retirement plans
  • How to move retirement account money
  • RMD basics
  • A guide on beneficiary planning, including spousal rollover, trusts as IRA beneficiaries, and the importance of the beneficiary form

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Investment Advisory Services offered through Confidence Wealth Management, Inc., an SEC registered investment adviser. Confidence Wealth Management, Inc. (CWM) and Confidence Wealth & Insurance Solutions, Inc. (CWIS) are two separate affiliated companies. All investment advisory services are provided by CWM. All insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services. CWM does not sell any insurance products. For complete information regarding Confidence Wealth Management’s services and fees, please review our Form ADV Part 2A Disclosure Brochure, which can be found at adviserinfo.sec.gov or requested by calling us at (310) 824-1000. Information provided herein reflect Confidence Wealth Management’s views as of the creation date. Such views are subject to change without notice. Information provided herein is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. No investment decision should be made based solely on any information provided herein. Confidence Wealth Management has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. This is designed to provide general information on the subjects covered. Pursuant to its circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the information given does not give legal or tax advice. Should you have any tax or legal questions, you are encouraged to consult your tax advisor or attorney for any tax or legal matters. Not affiliated with the U.S. Government or any governmental agency.

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