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Take Point on Retirement – May 8th 2021

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Take Point on Retirement – May 1st 2021

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Take Point on Retirement – April 17th 2021

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Take Point on Retirement – April 10th, 2021

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Take Point on Retirement – The Smart Plan

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Take Point on Retirement – March 13, 2021

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Take Point on Retirement – Roth Conversions

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Take Point on Retirement – Structured Notes – February 20, 2021

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Take Point on Retirement – Post Trump / Market and Plan – January 8, 2021

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Take Point on Retirement – January 2, 2021

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Recent Posts

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    Recent Posts

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      Take Point On Retirement – October 2nd 2021
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    • How to Minimize Taxes & Fees in Your Retirement Accounts
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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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