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· RETIREMENT

PLANNING

· INVESTMENT

MANAGEMENT

· TAX

PLANNING

RETIREMENT PLANNING

Get a clear plan for retirement, and a team you can trust.

What Issues Should I Consider Before I Retire?
Will I Be Enrolled Automatically In Medicare?
Will My Social Security Benefits Be Reduced?
Should I Take My Pension As A Lump Sum?
What Issues Should I Consider Before Updating My Estate Plan?

INVESTMENT MANAGEMENT

Understand the risks you're taking, the fees you're paying, and the returns you need to achieve your goals.

What Issues Should I Consider When Reviewing My Investments?
Do I Have Any Biases Towards My Investments?
What Issues Should I Consider During A Market Correction?
What Accounts Should I Consider If I Want To Save More?
How Can I Plan Around My Non-Qualified Stock Options?

TAX PLANNING

Taxes may be your single largest expense. Let's talk about how you may be able to pay less.

As A Retiree, What Should I Consider When Reviewing My Tax Return?
How Will Biden's Tax Plan Impact Me?
Should I Consider A Roth Conversion?
Will I Owe Taxes On The Sale Of My Investment?

Ready to get started?

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Are you ready for retirement?

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Investment Advisory services are provided through Apeiron RIA, LLC dba Altas Wealth Advisors