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The Retirement Specialists of Central Ohio      (& East TN)

974 North 21st Street, Suite C1
Newark, OH 43055

Phone:

740-345-0055

Fax:

865-381-1962

E-mail:

help@maxretirementincome.com

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

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Atten: Pension Offer Recipients, Got Questions? Request free report

Settlement Specialists of Central Ohio logo

OPERS, STRS, Municipal employees as well as Postal Workers, Federal Employees,CSRS, FERS and Thrift Savings plan members, and AEP Retiree's.

Retirement Reports:

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  1. 11 Mistakes People Retiring Make

  2. What I need to know to maximize my pension.

  3. Investor Repair Kit

  4. Request an invite to our next event "9 Retirement Time Bombs to Avoid."

  5. Forgotten Veterans Benefits for Health Care Costs

  6. Beneficiary Checklist

  7. Retirement Income: How much can I withdraw for income?


We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most important, we hope you see the value of working your plan to reach your personal milestones in life.

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"Cessation of work is not accompanied by cessation of expenses".
Cato

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Our site is set up to educate you about the basic concepts of financial management; to help you learn more about who we are. Ask us about our "Retirement Ready Report"

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Federal Income Tax

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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