Retirement Plans,IRA Rollovers, Annuities

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    • IRA Rollovers
    • An IRA rollover occurs when you changes jobs or retire and as a result you are entitled to distribute or “rollover” your previous employer's retirement plan (such as a 401k, 403b, 457 plan etc) to an IRA. It is critical to avoid negative tax implications

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Long Term Care Information from the Department of Health and Human Services

Long Term Care Information


Information you might find useful:

Guide to Long Term Care

This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. Consult your attorney,tax advisor, accountant and financial consultant before making any decisions.

EMC Insurance Agency & Financial Services LLC dba I & E Insurance Agency & Financial Services is an Independent Insurance Agency operating as an independent office of our broker dealer Southeast Investments NC INC, OSJ. 820 Tyvola Road Charlotte NC. 28217 800-828-1295 Securities transactions provided by National Financial Services a division of Fidelity Investments. Southeast Investments, N.C. Inc is a member of FINRA/SIPC and National Financial is a member of NYSE/SIPC.

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