REI Financial LLC | Financial Planning

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Indexed Annuities: A Strategy to Turn Savings into Retirement Income

Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Do ETFs Belong in Your Portfolio?

Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Putting Your Nest Egg in Three Baskets

Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.

Disability Income Insurance

How much Disability Income Insurance do you need?
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.