Disclosure: Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Gosline Retirement Planning Inc. Gosline Retirement Planning is a separate and unaffiliated entity from Advisory Alpha. While tax and legal issues may be discussed in the general course of financial and investment planning Advisory Alpha does not provide tax or legal advice. Please consult with your tax or legal professional prior to making decisions relative to these issues.
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 isses 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.”