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    • A FEW WORDS ABOUT US

      We here at Integrity Financial specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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      Educational Videos

      Educational Videos

      Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.

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    • INTEGRITY FINANCIAL WEEKLY NEWSLETTER

    • IRA BLOG

    • One in five Americans have absolutely nothing saved for retirement. That’s according to new data released in October by the Indexed Annuity Leadership Council (IALC). Just as alarming as the number of nonexistent retirement accounts: More than half of Americans admitted they do not have a retirement plan that will carry them through their golden years. Those Americans, understandably,[...]

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      Many retirement investors use annuities for guaranteed income. But some find their annuity payout options to be confusing. There are a variety of methods to receive annuity income payments. With so many choices, it can be hard to decide what’s right for you. People tend to feel more confident in their decisions when they are well-informed. So, this article will take a look at some common [...]

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      Fixed annuity sales have bright prospects in the next five years, due in large part to anticipated strength in sales of income annuities and fixed index annuities, according to researcher Joseph E. Montminy. In fact, income annuity sales are on such a tear that “their sales will double by year 2018,” predicted the assistant vice president at LIMRA Secure Retirement Institute (LIMRA SRI).[...]

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    • Roth IRAs have been around for 20 years now. Lots of taxpayers have taken advantage of the tax-free benefits of these accounts by converting their traditional IRAs or employer plans to Roth IRAs. But many have hesitated. Maybe you are among those who held back. The year 2018 may be the year to change your mind. How Conversion Works When you convert your traditional IRA to a Roth IRA, your [...]

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      Question: I have a client who has some after-tax contributions in an IRA, along with pre-tax contributions.  They also have another IRA and 401(k)s.  My question is: Can we convert just the after-tax contributions to a Roth IRA or is it pro-rated as a % of the overall retirement assets? -William Answer: You will find the answer to this question on Form 8606. The form must be [...]

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      What is the simplest mistake you can make to cause major harm to your intended estate plan - and to the people you wish to provide for through that plan?   It is having outdated (or missing entirely) beneficiary designation forms for your IRAs, employer-provided retirement savings plans, life insurance policies and other valuable financial accounts. Happily, though, this is also the [...]

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