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Daily Archives: March 4, 2024

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What Role Does an Estate Planner Play in Managing Retirement Assets?

What Role Does an Estate Planner Play in Managing Retirement Assets?

ResourcesBy Anthem AdvisorsMarch 4, 2024

In the realm of financial planning, especially concerning retirement, the role of an estate planner is often underrated or overlooked. Many individuals focus primarily on building their retirement savings without giving due consideration to the complexities of managing these assets effectively for future generations. However, an estate planner plays a crucial role in ensuring that…

Risk Disclosure: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. This material is for information purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security. The content is developed from sources believed to be providing accurate information; no warranty, expressed or implied, is made regarding accuracy, adequacy, completeness, legality, reliability or usefulness of any information. Consult your financial professional before making any investment decision. For illustrative use only.

Disclaimer: Anthem Advisors, LLC registered with the SEC as a DBA under Belpointe Asset Management, a Registered Investment Advisor. Investment Advice is offered through Belpointe Asset Management, LLC 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521. Insurance Products are offered through a variety of licensed carriers. Additional information about Belpointe Asset Management is available on the SEC’s website at adviserinfo.sec.gov.

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