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WEEKLY NEWSLETTER

Annuities 101: Why They’re (Sometimes) a Great Idea for Retirement
Retirement Income Planning: A Practical Guide for Turning Savings Into a Sustainable Paycheck
Integrating Life Insurance & Fixed Indexed Annuities: A Smarter Way to Protect, Grow, and Distribute Retirement Wealth

IRA ARTICLES

QCDs and RMDs Before Roth Conversions: Today’s Slott Report Mailbag
Good Reasons to Name a Trust as IRA Beneficiary
State Tax Treatment of 529-to-Roth IRA Rollovers

Investment advisory services offered through: HBW Advisory Services LLC. Ron Rotenberg is an Investment Advisor Representative. HBW Insurance & Financial Services, Inc. and HBW Advisory Services LLC are separate entities which do not provide legal or tax advice. HBW entities are located at 2655 1st Street Ste 250 Simi Valley CA 93065, (800) 473-3856.

Regulatory Documents: Ron-Rotenberg-Disclosure-Documents.pdf (hbwadvisory.com)

Form CRS: h ttps://hbwadvisory.com/wp-content/uploads/FORM-CRS.pdf