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Retirement Planning

Retirement Goal Setting
IRA Contributions
Cash Flow Analysis
RMD and Withdrawal Strategies
Roth Conversions
Social Security Analysis
Annuity and Pension Analysis

Investing involves risk, including the possible loss of a principal investment. Investment decisions made by Bennett Associates Wealth Management may result in a profit or a loss. Bennett Associates will act solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.

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