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302 E. Linden Ave. | Ste. 101
Coeur d'Alene, Idaho 83814
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401k Plans
401k Plans
Individual 401k Illustration
Health Care Issues
Medicaid Eligibility for Nursing Home Care
Medicare Figures At-a-Glance
Medicare, Medigap, and Medicaid
IRAs
Comparison of Traditional IRAs and Roth IRAs
Retirement Planning Basics
Retirement Planning: The Basics
Building an Investment Portfolio
How Taxation Can Affect Your Retirement Funds
Investing for Retirement
Net Worth Calculator
Saving For Your Retirement
publications
Health Care Issues
Buying Supplemental Health Insurance: Medigap
Coordinating Long-Term Care Insurance with Government Benefits
Health Insurance in Retirement
Medicare
Should You Buy Long-Term Care Insurance?
Understanding Long-Term Care Insurance
Housing Issues
Housing Options for Older Individuals
Your Home as a Source of Dollars in Retirement
Saving for Retirement
Annuities and Retirement Planning
Borrowing or Withdrawing Money from Your 401(k) Plan
Choosing a Beneficiary for Your IRA or 401(k)
Closing a Retirement Income Gap
Estimating Your Retirement Income Needs
Evaluating an Early Retirement Offer
Borrowing or Withdrawing Money from Your 401(k) Plan
Understanding IRAs
Taking Advantage of Employer-Sponsored Retirement Plans
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frequently asked questions
Employer Sponsored Retirement Plans
Should I contribute to my 401(k) plan at work?
How do company profit-sharing plans work?
Does the federal government insure pension benefits?
What is vesting?
Evaluating an Early Retirement Offer
Should I accept my employer's early retirement offer?
Health Care Issues
What is Medigap?
What is long-term care insurance?
How do I enroll in Medicare?
How can I tell if a nursing home provides high-quality care?
What is a living trust?
What is a Crummey power?
Should I establish a trust for my child's college education fund?
IRAs
Can I set up a traditional IRA?
Can I contribute to a Roth IRA?
Can I take money from my IRA without any penalty?
What are the rules for IRA contributions?
Can a grandparent can pay a grandchild's tuition directly to the college without any gift tax problems?
Should I take out a home equity loan to pay for my child's tuition?
Should I use my 401(k) to fund my child's college education?
Should I withdraw money from my IRA to pay for my child's college tuition?
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(208) 666-1065 | 302 E. Linden Ave. | Coeur d'Alene, ID 83814
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