Disclosure: Investment advice offered through GRP Financial Services, LLC, a SEC registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness. Insurance, coaching, and education services offered through Gosline Retirement Planning Inc. Gosline Retirement Planning Inc is a separate and unaffiliated entity from GRP Financial Services, LLC.

i. Ed Slott’s Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. There are the opinions of Ed Slott & Company and not necessarily those of Planners Alliance, are for informational purposes only, and should not be construed or acted upon as individual investment advice. While your tax and legal issues may be discussed in the general course of financial and investment planning Planners Alliance does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions related to these issues. Ed Slott & Company and Planners Alliance are separate and unaffiliated entities.

ii. Ken Nuss. MD Magazine. June 6,2018. “Research Shows Retirees With a Guaranteed Income Are Happier, Live Longer.”