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Ed Slott Elite IRA Advisor Group Press Release
Local Financial Advisor Completes Advanced IRA Training at National 20-Year Conference Hosted by America’s...
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Retire Smart Austin | Episode 201
I was reading this article, okay, on the 2025 certified CFP of standards, and I'm reading it, and I'm...
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What's New
Safe Money Options Heading Into 2026
A Financial Advisor’s Guide to Protecting What You’ve Worked So Hard to Build When markets are choppy...
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Retirement Income Planning Going Into 2026: Turning Your Savings Into a Lifetime Paycheck
For most people, retirement isn’t about a specific age or account balance—it’s about confidence.Confidence...
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Retire Smart Austin | Episode 157
Phil Capriotti Sr. discusses the complexities of Medicare, including enrollment periods, differences...
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Retire Smart Austin | Episode 156
Discover the importance of regular tax planning and the benefits of Roth conversions for achieving a...
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Retire Smart Austin | Episode 155
Phil Capriotti discusses the critical aspects of estate planning. Phil emphasizes that everyone needs...
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Retire Smart Austin | Episode 154
Phil discusses the importance of using tax-advantaged accounts like Roth IRAs and 401(k)s, diversifying...
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Retire Smart Austin | Episode 153
Learn about the necessity of working with licensed fiduciaries. Phil Capriatti discusses the importance...
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Retire Smart Austin | Episode 152
Annuities can provide guaranteed income, protect against market volatility, and ensure tax efficiency,...
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Retire Smart Austin | Episode 151
Learn strategies for maximizing retirement income and minimizing taxes and discover the importance of...
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Retire Smart Austin | Episode 150
Learn the importance of Roth conversions and the benefits of tax-free withdrawals and the strategic advantages...
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Retire Smart Austin | Episode 149
Phil Capriotti discusses tax-free investing and wealth preservation, emphasizing the importance of tax...
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Retire Smart Austin | Episode148
Discover the importance of choosing the right financial advisor for you. It is important to assess whether...
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Retire Smart Austin | Episode 147
Philip Capriotti discusses essential questions to ask a potential financial advisor, emphasizing the...
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Retire Smart Austin | Episode 146
Philip Capriotti discusses tactical portfolio management, annuities, and qualified charitable donations...
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