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How Do You Navigate Retirement?

Nov 6, 2023

Dana and Brad discuss preparing your estate as well as the different types of retirement accounts.

  • It may be a good idea if you have multiple children and trust them both, to make them Co-Power of Attorney on your will.
  • Tax-Deferred accounts are not taxed until you withdraw funds, and include accounts such as 401(k)’s, 403(b)’s, TSP’s, and IRA’s.
  • Download our FREE helpful resource, “Your Retirement Income Planning Checklist”

Please add Disclosure(s): Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities. Our firm is not permitted to offer tax or legal advice. Consult your tax or legal advisor regarding your situation


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Your Retirement Income Planning Checklist