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Home | SWAN Retirement | Retirement Planning Group of WV

The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Do You Owe The AMT?

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Shawn Moran

106 ●●●●s St

Cha●●●ton , West Virginia, 25301-2905

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1304●●●●7782

sh●●●@elderadvisors.net

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Shawn Moran

106 ●●●●s St

Cha●●●ton , West Virginia, 25301-2905

UNITED STATES

1304●●●●7782

sh●●●@elderadvisors.net

View this contact

Shawn Moran

106 ●●●●s St

Cha●●●ton , West Virginia, 25301-2905

UNITED STATES

1304●●●●7782

sh●●●@elderadvisors.net

View this contact

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Home | SWAN Retirement | Retirement Planning Group of WV | retirementwv.com Reviews

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The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Do You Owe The AMT?

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Home | SWAN Retirement | Retirement Planning Group of WV | retirementwv.com Reviews

https://retirementwv.com

The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Do You Owe The AMT?

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retirementwv.com

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Tax Resources | SWAN Retirement | Retirement Planning Group of WV

http://www.retirementwv.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate.

2

Our Services | SWAN Retirement | Retirement Planning Group of WV

http://www.retirementwv.com/p/our-services

The focus of our work is retirement planning, with the primary goal being that we would help to give our clients the confidence that they have a plan in place for their retirement money to live as long as they do. Our services include work for both individuals, as well as for small businesses and physicians:. For Small Businesses and Physicians:. Retirement and Investment Planning for the business owner or physician. 401(k) Plans for the employees of the business.

3

Investment | SWAN Retirement | Retirement Planning Group of WV

http://www.retirementwv.com/resource-center/investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too. Events on Wall Street.

4

Estate | SWAN Retirement | Retirement Planning Group of WV

http://www.retirementwv.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Tips for Finding Care for...

5

Events | SWAN Retirement | Retirement Planning Group of WV

http://www.retirementwv.com/events

Retirement Planning Today class. April 21, 2016 6:30p - 9:30p Eastern Standard Time. West Virginia State University in Institute, WV. Keep me posted about news and events. Error processing your request. Please try again at a later time.

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Home | SWAN Retirement | Retirement Planning Group of WV

The Cycle of Investing. Understanding the cycle of investing may help you avoid easy pitfalls. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? A Bucket Plan to Go with Your Bucket List. A bucket plan can help you be better prepared for a comfortable retirement. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Do You Owe The AMT?

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