Goldata Financial More information on retirement

Elliot Goldberg
Independent Registered Investment Advisor

(610) 999-3599

Education is the key to making informed financial decisions

This library contains articles on different topics to help you make more informed financial choices.

There are videos and articles to choose from. Please feel free to call me at (610) 999-3599 to discuss how any of these issues may affect you.

How are my Social Security benefits taxed?	529 Plans: Are they the best college savings plan for you?
How do I find out what my Social Security benefits are?	Pennsylvania residents: Beware the inheritance tax!
What is the covered call strategy?	Have appreciated company stock in your 401(k)? Save on income taxes!
What is an Index Annuity?	What is my retirement number?
A retirement investment with more safety, growth, income and piece of mind	Need a tax-deduction? A SEP-IRA may be the ideal investment for you?
What is the difference between red money and green money?	Volatility in retirement investing: Time is (NOT) on my side
An option for saving taxes on your IRA distribution	Does your upcoming retirement change your life insurance needs?
	Does it matter to my spouse when I start my Social Security?

Double-click to edit text, or drag to move.