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Recent Posts

  • Medicare Advantage Heading Into 2026: What You Need to Know Before You Enroll
  • Safe Money Options Heading Into 2026
  • Stretch RMDs and Roth Conversions: Today’s Slott Report Mailbag
  • The Crazy-Complicated 2026 SIMPLE IRA Plan Elective Deferral Limits
  • Who Needs to Take a 2025 RMD?
  • Medicare Supplement Plans (Medigap) for 2025–2026
  • Weekly Market Commentary
  • The Slott Report Gives Thanks
  • Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
  • IRA and Retirement Plan Dollar Limits Increased for 2026

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Business: (765) 749-0082
Fax: (866) 789-6076
Email: safemoney34@gmail.com

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3221 S Memorial Dr, Suite B
New Castle, IN 47362
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