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SERVICES
TAX-EFFICIENT RETIREMENT &
INCOME DISTRIBUTION PLANNING
If you're like most Americans, you're concerned about retirement.
Whether you plan to fully retire or not, one thing is certain....you’ll need money. Not just a lump sum of money, but a continuous flow of money that will last a lifetime. At Stratos, we help you establish a strategy that if followed, will help you develop a tax efficient means of receiving funds and not outliving your money.

We have a full suite of services to help you down your financial path including but not limited to:
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Lifetime Income Strategies (Income Allocation)
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Traditional IRA
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Roth IRA
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401(k) and 403(b) Considerations
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Defined Benefit Plans
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Fixed Annuities
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Fixed Index Annuities
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