Financial White Papers

Financial White Papers

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At 5280 Retirement Group, we create a customized plan based on your own values and beliefs about money and reflect your own unique goals and priorities.

Below, we are offering complimentary downloads of some of our top financial insights to help you assess your current investment and retirement strategies. We hope you find these retirement and financial insight white papers helpful.

2023 Tax Planning Guide

9 Investment Pitfalls

Tips for Guiding High-Net-Worth Investors

2023 Tax Planning Guide

Income Bucket Bliss

A Strategy That Simply Makes Sense

Long Term Care Planning

Long-Term Care Planning

Why you should start thinking about it now

A woman is riding a bike next to a cell phone.

Top 10 Social Security FAQs

Tips for Guiding High-Net-Worth Investors

How Pre & Post-Retirees Can Maximize Retirement Benefits

Maximize Retirement Benefits

A Strategy That Simply Makes Sense

TCJA Handout

TCJA Handout

What Changed Under TCJA?

IRA to IUL

IRA to IUL

Considerations for Your Decision

4 Ways Annuities

4 Ways Annuities

Can Help You Out of Your Retirement

5 Ways Taxes Can Rise And How to Protect Yourself

Retirement Approach

How to Protect Yourself

Five Potential Benefits of Indexed Universal Life Insurance

5 Potential Benefits

Indexed Universal Life Insurance

4 Risks to Watch

4 Risks to Watch

Indexed Universal Life Insurance

Less Stressful Tax Season

Less Stressful Tax Season

Strategies to Help

How to Optimize Social Security

How to Optimize Social Security

Help Maximize Your Benefits

Retirement Income Strategy

Retirement Income Strategy

Risks Assessment of Your Assets

Annuities 101

Annuities 101

Financial Basics

Bull Market Graph

Bull Market Graph

History of U.S. Bear and Bull Markets

5 Potential Risks in Retirement

5 Potential Risks in Retirement

How IUL Can Help Address

Retirement Tax Bill be Too Big?

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Disclaimer: All investment-related services provided by our business are managed through Collier Financial. Please note that investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. We recommend consulting with a financial advisor to ensure any investment decisions are suitable for your specific financial situation and goals.

Contact Information

Phone: (720) 599-7277

Email: info@5280rg.com

Address: 26 W. Dry Creek Circle

Suite #250 Littleton, CO 80120

Business Hours

Mon - Fri: 8:30 am - 5:00 pm
Sat - Sun: Closed

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