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Recent Posts

  • Weekly Market Commentary
  • Medicare in 2026: What’s New, What Costs More, and What to Review Now
  • Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)
  • SIMPLE Plan Contributions and Qualified Charitable Distributions: Today’s Slott Report Mailbag
  • Making Sense of the Roth 401(k)-to-Roth IRA Rollover Rules
  • How Your RMD Statement Can Help You
  • Weekly Market Commentary
  • Medicare Part D in 2026 — What It Covers, What It Costs, and How to Choose the Right Plan
  • Coming Soon: The Thrift Savings Plan Will Start Offering In-Plan Roth Conversions
  • Taxes on Required Minimum Distributions and Qualified Charitable Distributions from Trusts: Today’s Slott Report Mailbag

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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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