How Rich Retirees Invest To "Market-Proof" Their Retirement
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Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Although the information presented here is from sources believed to be reliable, it cannot be guaranteed. Federal tax laws are complex and subject to change. New laws and regulations affecting factors such as taxes and estate distribution may affect the advice given and must be monitored periodically due to their possible effect on this financial analysis.
This information is not intended to be a substitute for specific individualized tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice. Calculations involving such factors as interest rates, rates of inflation, education costs, tax rates, and rates of return are estimates only and must be monitored periodically due to their effect on the accuracy of this financial analysis.
The Illustrations used in this financial analysis are hypothetical only and do not represent nor guarantee the performance of any specific investment. Indexes cannot be invested in directly, are unmanaged and do not incur management fees, costs and expenses. Investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment.
All investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Past performance does not guarantee future results.”
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