Financial White Papers

Financial White Papers

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At 5280 Retirement Group, we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.

Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.

2023 Tax Planning Guide
9 Investment Pitfalls

Tips for Guiding High-Net-Worth Investors

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2023 Tax Planning Guide
Income Bucket Bliss

A Strategy That Simply Makes Sense

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Long Term Care Planning
Long-Term Care Planning

Why you should start thinking about it now

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A woman is riding a bike next to a cell phone.
Top 10 Social Security FAQs

Tips for Guiding High-Net-Worth Investors

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How Pre & Post-Retirees Can Maximize Retirement Benefits
Maximize Retirement Benefits

A Strategy That Simply Makes Sense

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TCJA Handout
TCJA Handout

What Changed Under TCJA?

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IRA to IUL
IRA to IUL

Considerations for Your Decision

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4 Ways Annuities
4 Ways Annuities

Can Help You Out of Your Retirement

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5 Ways Taxes Can Rise And How to Protect Yourself
Retirement Approach

How to Protect Yourself

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Five Potential Benefits of Indexed Universal Life Insurance
5 Potential Benefits

Indexed Universal Life Insurance

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4 Risks to Watch
4 Risks to Watch

Indexed Universal Life Insurance

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Less Stressful Tax Season
Less Stressful Tax Season

Strategies to Help

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How to Optimize Social Security
How to Optimize Social Security

Help Maximize Your Benefits

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Retirement Income Strategy
Retirement Income Strategy

Risks Assessment of Your Assets

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Annuities 101
Annuities 101

Financial Basics

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Bull Market Graph
Bull Market Graph

History of U.S. Bear and Bull Markets

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5 Potential Risks in Retirement
5 Potential Risks in Retirement

How IUL Can Help Address

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