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Welcome to retirementcouncil.com. We all have a story to share about our financial dreams and concerns. The biggest challenge is to put our dreams and concerns into a plan that meet our needs. The story of Lois and Ralph demonstrate real life examples of how financial planning can make a difference. Please click here to learn more...
Joseph C. Chalom, CLU, RICP, LUTCF, LACP
President
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
Determine whether you should consider refinancing your mortgage.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?