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Financial Advice for Retirement, Social Security, IRAs and Estate Planning
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Retirement Investing

Bob Carlson offers his expert opinion on where to invest your money so that you can get through retirement safely and securely

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Warren Buffett

May 2024:
Congress Comes for your Retirement Money
A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.

Click here for the breaking story

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Called “America’s #1 Retirement Expert,” Bob Carlson’s retirement planning advice spans from tax and estate planning strategies to IRA, Social Security, medical care and investment strategies. His advice has helped tens of thousands of people for more than a decade.

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