SLIDES

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VERA Guide - Ver 1.0 (pdf)

SOFA Estate Planning (pdf)

SOFA Social Security & Taxes_ LaMont's version (pdf)

SOFA The Truth About Annuities (pdf)

SOFA Federal Retirement Analysis (pdf)

SOFA Understanding Roth Conversions (pdf)

SOFA Preparing for Long Term Care (pdf)

SOFA Social Security and Taxes in Retirement (pdf)

7 Things You Need to Know When Counting Down to Retirement (pdf)

Planning vs Investing v. 2 (pdf)

Retirement Distribution Strategies to Avoid Outliving Your Money (pdf)

Investing in the TSP (pdf)

SOFA Navigating Uncertainty (pdf)

SOFA Financial Blunders (pdf)