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    • A FEW WORDS ABOUT US

      We here at Creative Senior Solutions 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.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      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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      Insurance Services

      Insurance Services

      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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      Educational Videos

      Educational Videos

      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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    • WEEKLY NEWSLETTER

      One in five Americans have absolutely nothing saved for retirement. That’s according to new data released in October by the Indexed Annuity Leadership Council (IALC). Just as alarming as the number of nonexistent retirement accounts: More than half of Americans admitted they do not have[...]

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      Many retirement investors use annuities for guaranteed income. But some find their annuity payout options to be confusing. There are a variety of methods to receive annuity income payments. With so many choices, it can be hard to decide what’s right for you. People tend to feel more confident [...]

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      Fixed annuity sales have bright prospects in the next five years, due in large part to anticipated strength in sales of income annuities and fixed index annuities, according to researcher Joseph E. Montminy. In fact, income annuity sales are on such a tear that “their sales will double by year [...]

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    • IRA BLOG

      This is the season for charitable giving. And this year, it is especially so for those who want to get the most tax benefit from charity deductions before the new Tax Cuts and Jobs Act becomes law. The Act effectively reduces the tax-saving value of the charitable contribution deduction for many.[...]

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      Question: ED, I have attended 3 of your 2 day past boot camps and plan to attend in Orlando in Feb. 2018. I NEED YOUR HELP BADLY NOW!!!! I think my broker dealer is not reporting RMD’s to charities properly on the 1099R’s they issue. They are putting the same number in Box 1 and Box 2a [...]

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      Recharacterization is currently one of the few “do-overs” allowed under the tax code. Its days may now be numbered. The tax reform legislation currently pending in Congress would do away with recharacterization at the end of 2017. How Recharacterization Works Currently, if you do a Roth [...]

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