• OUR SOLE FOCUS IS YOU!

    Our mission is to serve retirees by providing secure retirement strategies that fit our client's goals and needs. Our primary focus is to help protect our client’s principal and earned interest, while providing income that they can never outlive.

    WE HELP CREATE SOUND FINANCIAL STRATEGIES FOR THE DAYS AHEAD.

    Dedicated to enhancing both your current and future way of life.

    WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

    We love helping our community make informed financial decisions about the days ahead.

    WE ARE CONTINUOUSLY KEEPING YOU IN THE FINANCIAL KNOW.

    By keeping you updated on the latest financial news and media!

  • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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  • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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  • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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  • WELCOME TO RISK FREE RETIREMENT PLANNERS

  • A FEW WORDS ABOUT US

    We here at Risk Free Retirement Planners specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.

  • IRA Blog

    Don't Make This Common RMD Mistake - It's a Big Penalty!

    With the first group of Baby Boomers turning age 70 ½ this year, there is a whole new group of IRA owners who will begin taking required minimum distributions (RMDs). It is important that they know the rules about aggregating RMDs in order to avoid ...

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    Another RMD Conundrum: How Can I Liquidate My IRA With RMDs Approaching?

    This week's Slott Report Mailbag answers a consumer's question on how to handle taxes with charitable gifts and walks a husband through the complicated process of moving IRA funds to a Roth IRA while facing required minimum distributions (RMDs)....

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    Exceptions to the Pro-Rata Rule for IRA Distributions

    Have you ever made non-deductible IRA contributions? Or, rolled over after-tax funds from your company plan to your IRA? If so, you will want to know about the pro-rata rule. The pro-rata rule almost always determines the taxation of an IRA ...

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