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4745 Sutton Park Court
Suite 303
Jacksonville, FL 32224

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Retirement Resources, Inc.

(904) 721-2345

 
Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

                                 
     

  Retirement Resources, Inc. is a Jacksonville, Florida based family owned and operated independent financial services & Insurance firm, whose professionals have over 60 years combined experience in the retirement and financial planning field.

    We understand the challenges people face today. With 10,000 Baby Boomers turning 65 daily through the year 2029, the need for personal, attentive and thoughtful service is rising rapidly. We believe in thinking, “out-of-the-box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

While we specialize in retirement planning for organizations and individuals, we also offer a full spectrum of financial & Insurance services for our clients individual needs.

At Retirement Resources, Inc. we are committed to helping our clients achieve their financial goals!

 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Helpful Content

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Coaches

Coaches

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Where Is the Market Headed?

Where Is the Market Headed?

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Putting a Price Tag On Your Health

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Weighing the Benefits of Prepaid Debit Cards

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Estimate your monthly and annual income from various IRA types.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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