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4725 Grayton Road 
Suite 1040 
Cleveland, OH 44135

(440) 915-2234

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

 

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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Rollover Unused 529 Funds to a Roth IRA

Rollover Unused 529 Funds to a Roth IRA

The SECURE Act 2.0 created a provision that allows unused funds from a 529 college savings account to rollover to a Roth IRA.

Test

Test

This is Public Facing Description of our test article. Enjoy!