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    • ASK YOURSELF THESE TWO QUESTIONS?

    • 1) Are you 100% you are going to have a great retirement, or do you have some doubt?

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    • 2) What if..I could you show you a how to get out of debt in 9 years or less, including your mortgage, without spending any additional money than you are spending right now?

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    • Michael Kenney is a proud member of the Safe Money Places Agent Network which is a national association of independent like-minded agents who operate under the Safe Money Places® philosophy. now a little more about you. 

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      www.safemoneyplaces.com

    • Get access to unbiased financial news articles about retirement, personal finance, health tips, and safe money advice. 

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    • These short videos will teach you more about Safe Money Places concepts, ideas, and financial tips. 

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    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • WEEKLY NEWSLETTER

      Bill Benson and his wife had planned to fortify their retirement savings once their children left home, so they’d have enough to travel and relax. But at 68, Benson is still working full-time, and that empty nest he envisioned isn’t so empty. Benson’s eldest daughter moved home with her two [...]

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      This year has been an exciting time for retirement policy: Just over the horizon sit several potential updates to the laws governing how Americans plan for life after work. In May, the House of Representatives passed the most significant piece of retirement legislation in more than a decade, and [...]

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      DES MOINES, Iowa--(BUSINESS WIRE)--The simulations have been run and the numbers have been crunched: annuities help improve retirement outcomes compared to investments alone. “Workers show strong interest in guaranteed income1, but one-third of individuals report lower interest in the same [...]

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    • IRA BLOG

      By Andy Ives, CFP®, AIF® IRA Analyst Question: I am over 70.5 and I have to take an IRA minimum distribution or else pay taxes and penalties on scheduled amount. My question is - can I take the mandatory distribution which I will pay taxes on anyway and then roll the distribution into my [...]

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      THE TIME MACHINE

      June 12, 2019

      By Andy Ives, CFP®, AIF® IRA Analyst A time machine would be cool to have. Even if it only worked on financial assets, it sure would come in handy. One might jump into the future and see if an investment paid off, or you could look around to see where the smart money succeeded. And if the [...]

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      By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule is the formula used to determine how much of a distribution is taxable when an IRA account consists of both pre-tax and after-tax (basis) dollars. The rule requires that all SEP, SIMPLE, and traditional IRAs be considered as one giant [...]

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