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    • A FEW WORDS ABOUT US

      We here at Tennessee Retirement Solutions 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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    • WEEKLY ARTICLE

    • IRA BLOG

    • After one year of retirement, here's what you need to do. Once you get through the first year of retirement, you probably think you can coast for the next 30 years. That's not necessarily true. This is not the time to get comfortable. Things are never that simple in retirement. As you head into year two, it's the perfect time to assess what you're doing right and what you may be doing wrong.[...]

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      Recently, an esteemed group of experts in business and finance, economists and education, convened in Washington, D.C. along with our Executive Director Jim Poolman and editors from The Atlantic for a roundtable dinner to talk about the reality of retirement readiness amid America’s workforce. Our recently released Retirement-Readiness Scores and accompanying data suggests [...]

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      This week the Indexed Annuity Leadership Council (IALC) released The State of America’s Workforce: The Reality of Retirement Readiness study and corresponding white paper, which found retirement readiness is influenced by two key factors: the industry you are in and your company size. Based on findings from a national survey of more than 2,000 full-time working Americans, across white-, blue [...]

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    • 2016 Year in Review for Retirement Accounts

      As 2016 draws to a close, and we get ready to ring in the new year, it’s a great time to look back. Here is a roundup of six of the big stories in the world of retirement accounts for 2016. 1.Qualified Charitable Distributions Become Permanent Qualified charitable distributions (QCDs) made headlines when Congress brought them back from the dead in late 2015. A QCD allows an IRA owner or [...]

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      The Continued Battles with Inherited IRAs, PSPs, and Rollovers

      This week’s Slott Report Mailbag looks into Inherited IRAs, Defined Contribution Profit Sharing Plans, and Roth 401K rollovers. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: I have a somewhat complex situation.  Cliff notes below: A 401k participant is 28 years old. He dies inSeptember [...]

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      Your 2016 H-O-L-I-D-A-Y Season Action Plan

      H – Have your financial institutions send you a copy of the beneficiary information they have on file for you. On more than a few occasions, we’ve seen financial institutions lose copies of beneficiary forms (or in some really egregious cases, destroy them). Asking for this information annually helps ensure that there are no surprises when you’re no longer here. The beneficiary form is the [...]

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