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Take Point on Retirement – June 12th 2021

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Take Point on Retirement – May 15th 2021

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Take Point on Retirement – Video – March 4th 2021

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Take Point on Retirement – Video – GameStop – Roth IRA Conversion Ladder – Investment strategies for 2021

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Recent Posts

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    Investment advisory services offered through Retirement Wealth Advisors, LLC (RWA), a registered investment advisor. RWA and Take Point Wealth are independent of each other. Insurance products and services are not offered through RWA but are offered and sold through individually licensed and appointed agents. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

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