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Affordable Travel: Smart Strategies To Save and Travel

Affordable Travel: Smart Strategies To Save and Travel

If you’re like many in our Millionaire Insider® community, you may be dreaming of travel. If so, you want to know how to make it … [Read more...] about Affordable Travel: Smart Strategies To Save and Travel

Are Annuities a Good Investment for Retirees or Pre-Retirees?

Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

One of the most common questions I get is, "Are annuities a good investment for pre-retirees or retirement and pre-retirees?" Because there … [Read more...] about Are Annuities a Good Investment for Retirees or Pre-Retirees? – Ep124

How Do I Rollover a 401(k) to an IRA?

How Do I Rollover a 401(k) to an IRA?

Before we dive into how you rollover a 401(k) to an IRA, let's review the information you need to know when making this decision. What … [Read more...] about How Do I Rollover a 401(k) to an IRA?

Inherited IRAs: What Every Beneficiary Needs to Know

Inherited IRAs: What Every Beneficiary Needs to Know – Ep120

Many people have or will inherit an IRA, but most people don't know about their options or how to maximize their benefits. As a result, some … [Read more...] about Inherited IRAs: What Every Beneficiary Needs to Know – Ep120

What Is a Traditional IRA vs. a Roth IRA?

What Is a Traditional IRA vs. a Roth IRA?

If you’re within 10 years of retirement and thinking about how to build a financially secure life, you’re not alone. Many people want … [Read more...] about What Is a Traditional IRA vs. a Roth IRA?

Pros and Cons fo Downsizing Your Home in Retirement

Pros and Cons of Downsizing Your Home in Retirement

If retirement is coming up in the next five to ten years, you’ve probably asked yourself an important question: “Should I consider … [Read more...] about Pros and Cons of Downsizing Your Home in Retirement

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Estate & Retirement Strategies, LLC (“ERS”) is a state-registered investment advisor located in Arizona and conducts business where properly licensed.  Registration does not imply endorsement by securities regulators. ERS is not engaged in the practice of law or accounting.

ERS provides comprehensive financial planning, insurance, and investment management services. Investing involves risk and is not guaranteed. Before investing, you should consult a qualified financial advisor. ERS is affiliated with The Millionaire Insider®, an organization that provides general information, courses, and publications on topics related to personal financial planning and other lifestyle and mindset topics, including information from third-party sources. Information provided is for educational purposes only and is not an offer or solicitation for the sale or purchase of any security or investment advisory services.

 

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