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Do You Feel Prepared For Retirement?

RETIREMENT PLANNING

Spend Your Retirement Focused On What You Love

At Rummel Wealth Management, we know how important saving for retirement and having a goal-oriented retirement plan can be. You want to preserve your income while focusing on what is important to you. We completely understand this. We strive to make your retirement goals a reality and set you up for the retirement of your dreams.

Your Retirement Starts With a Purposeful Plan

Your retirement and your future is important. It's important to you and it's important to us. Being able to spend your retirement doing what you love takes a well thought-out plan to get there. We can review your current retirement plan to ensure it aligns with your goals or we can develop a comprehensive retirement plan tailored to you.

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Tips and Things To Know About Retirement

Below are couple of our favorite articles on retirement planning and retirement in general. We want you to feel confident about your retirement. There is a lot of information out there and it can be overwhelming to know what to trust and what's accurate. If you want to learn more, visit our retirement resource center where we've compiled some of the best retirement articles, videos, presentations and useful calculators - all in an effort to help guide you on your life journey.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Contact Us With Your Retirement Questions

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COMMITTED TO HELPING YOU

PROTECT your loved ones.

PLAN for your future. 

PURSUE your life goals. 

Live on PURPOSE. 

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