| Retirement Planning |
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Mr. Primuth works with financial planners to integrate estate planning into the client's overall financial goals in their retirement years. Topics include management and use of retirement account assets (IRAs, 401ks, 403(b) and other tax-sheltered accounts), life insurance, gifting techniques, cash flow planning, health care insurance, government assistance programs (Medi-Ca, Medicare and SSI), and business succession planning. |