Important Birthdays Over 50
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Important Birthdays Over 50 - 06/01/22
Understanding key birthdays may help you better prepare for certain retirement income and benefits. But perhaps more importantly, knowing key birthdays can help you avoid penalties that may be imposed if you miss the date.
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Moving on up! - 05/11/22
OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)

Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
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Important Birthdays Over 50

 

June 1, 2022

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Medicare Contribution Limits Birthday Income 401(k) Retirement Aging Distribution Contribution IRA RMD Social Security SECURE Act

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GCSB Investment Center and Cambridge are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

Discussion of tax topics is general in nature and should not be construed as tax or legal advice. Please consult your attorney or tax professional regarding your specific situation. Diversification and asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and cannot assure profit or protect against a loss. Kristen Crouthamel is licensed in AZ, FL, IA, KS, LA, MI, NE, NV, OH, OR, TX, and WA.
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Guthrie Center Location
413 State Street
P.O. Box 8
Guthrie Center, IA 50115
Panora Location
505 East Main St.
P.O. Box 757
Panora, IA 50216

Office: (641) 755-2799
kristen@investgcsb.com