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  • Why is insurance important in financial planning?
  • Weekly Market Commentary
  • REQUIRED MINIMUM DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAG
  • Are Annuities Taxable? A Guide to How Annuities are Taxed
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  • INHERITED ROTH IRA RMDS AND MERGING IRAS: TODAY’S SLOTT REPORT MAILBAG
  • MANDATORY ROTH CATCH-UP CONTRIBUTIONS REQUIRED FOR 2024
  • Weekly Market Commentary
  • CONVERSION AS A GIFT TO YOUR BENEFICIARIES
  • INHERITED ROTH IRAS AND ROTH CONVERSIONS: TODAY’S SLOTT REPORT MAILBAG
  • Many Older Americans Haven’t Saved Anything For Retirement
  • THE 3 IRA BENEFICIARY CATEGORIES – AGAIN AND AGAIN AND AGAIN
  • HOW THE RETIREMENT PLAN COMPENSATION LIMIT WORKS
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  • INHERITED ROTH IRAS AND BACKDOOR ROTH IRAS: TODAY’S SLOTT REPORT MAILBAG
  • What Is the Ideal Retirement Age for Your Health?
  • THE 5-YEAR RULE FOR CONVERTED ROTH IRA FUNDS

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JGM Retirment Resources

Surprise, AZ Office:
15331 W. Bell Road, Suite #212
Surprise, AZ 85374

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Contact Number: (602) 697-3890

jerry@jgmfinancial.org

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