Now is the time to review these Five Points to create your brightest financial future.
Retirement Accounts
Do you own any of these accounts?
Do you know how to maximize your account?
Do you monitor the performance of the investments?
If not, we recommend that you speak with an INVESTAR Advisor today and learn how we can help.
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Inherited IRAs
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401(k)s
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403(b)s
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401(a)s
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TSPs
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Roth IRAs
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Traditional IRAs
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Rollover IRAs
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SEP IRAs
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Simple IRAs
Non-Retirement Assets
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Annuities
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College Saving Plans
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Health Savings Accounts
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Brokerage Accounts
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Real Estate
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Trust Accounts
These assets are important for building wealth in addition to retirement savings and are often used to supplement retirement income, make future purchases, start small businesses and to establish family legacies for future generations to enjoy. An INVESTAR Advisor can help identify and manage the asset(s) that might benefit you most.
Insurance Policies
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Variable Annuities
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Indexed Annuities
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Fixed Annuities
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QLACs
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Whole Life
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Universal Life
Insurance is used protect you and your beneficiaries from an unexpected loss. Loss of life, loss of physical abilities, loss of income, and stock market losses can all result from an unexpected occurrence. An INVESTAR Advisor can help you determine which coverage is necessary to protect your financial future, today.
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Term Life
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Group Life
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Disability
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Long-Term Health Care
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Hybrid Life-Long Term Care