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Call Today (800) 644-4204. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. We offer many financial and retirement services including but not limited to:. By understanding ...

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Call Today (800) 644-4204. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. We offer many financial and retirement services including but not limited to:. By understanding ...

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Home | Gotleib and Associates | invest2retire.com Reviews

https://invest2retire.com

Call Today (800) 644-4204. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. We offer many financial and retirement services including but not limited to:. By understanding ...

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invest2retire.com

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Glossary | Gotleib and Associates

http://www.invest2retire.com/tools/glossary

Call Today (800) 644-4204. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial ...

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Lifestyle | Gotleib and Associates

http://www.invest2retire.com/resource-center/lifestyle

Call Today (800) 644-4204. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. The Richest Man in Babylon. In good times and bad, consistently saving a percentage of your income is a sound financial practice. Should You Choose a Fixed or Variable? To Buy or Not to Buy.

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Our Services

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Call Today (800) 644-4204. Are you between the ages of 50 and 65 and concerned about retirement? Assist in rolling over 401K funds or pension assets. Develop an investment plan. Run long term projections taking inflation into consideration. Review your social security benefits. Manage the assets you've worked a lifetime to accumulate:. Recommend a portfolio that considers your time frame and risk attitudes. Create a withdrawal strategy that is sustainable. IRA and Beneficiary Planning. INX, OEX, IXIC, TNX.

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Weekly Market Commentary

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Call Today (800) 644-4204. 2/08/2016 Weekly Market Commentary. 2/01/2016 Weekly Market Commentary. 1/25/2016 Weekly Market Commentary. 1/19/2016 Weekly Market Commentary. 1/11/2016 Weekly Market Commentary. 1/4/2016 Weekly Market Commentary. 12/21/2015 Weekly Market Commentary. 12/14/2015 Weekly Market Commentary. 12/07/2015 Weekly Market Commentary. 11/23/2015 Weekly Market Commentary. 11/16/2015 Weekly Market Commentary. 11/09/2015 Weekly Market Commentary. 11/02/2015 Weekly Market Commentary. 04/13/20...

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Telecom Retirement Workshops

http://www.invest2retire.com/p/telecom-retirement-workshops

Call Today (800) 644-4204. In-house workshops also available. Group workshops available upon request. Gotleib and Associates . Conducts workshops to educate potential Verizon retirees on strategies designed with the goal of maximizing compensation from their pension plans. . We discuss all options available to them. If they are in the position to maximize their cash out option and ready to retire, we will analyze their cash flow and develop an investment plan that coincides with their needs. If you are o...

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Call Today (800) 644-4204. Making the most of surprises is a great reason to work with us. Extended Care: A Patchwork of Possibilities. What is your plan for health care during retirement? When Special Care Is Needed: The Special Needs Trust. A special needs trust helps care for a special needs child when you’re gone. Coaches have helped you your whole life, in ways big and small. We’d like to be one of them. We offer many financial and retirement services including but not limited to:. By understanding ...

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