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Partner Site Links:

Calculators:

Social Security Break Even Calculator

Social Security Retirement Benefit Calculator - Married Couples

RMD (Lifetime Required Distributions: Traditional IRAs) Calculator

Simple Sustainable Withdrawal Projector

Portfolio Withdrawal Calculator

The Impact of Inflation on Investment Returns Calculator

Fund Families:

AIG ( formerly SUNAMERICA) FUNDS

ALLIANCEBERNSTEIN INVESTMENTS

BLACKROCK FUNDS

COLUMBIA THREADNEEDLE FUND SERVICES

DELAWARE INVESTMENTS

FIDELITY ADVISOR FUNDS

INVESCO INVESTMENT SERVICES INC.

JANUS HENDERSON FUNDS

LEGG MASON FUNDS

LORD, ABBETT & CO

MFS INVESTMENT MANAGEMENT

NUVEEN MUTUAL FUNDS-DST

OPPENHEIMER FUNDS

PRINCIPAL FUNDS

PUTNAM INVESTMENTS

Annuity Providers:

JACKSON NATIONAL LIFE

LINCOLN FINANCIAL

NATIONWIDE LIFE

PRUDENTIAL LIFE

VOYA Investment Management

Securities, insurance, and advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Financial planning and additional advisory services offered through ARROW Investment Management, LLC. Insurance offered through ARROW Risk Management, LLC. The ARROW Financial Group and related ARROW companies are not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer.

Osaic Wealth, Inc. Form CRS

This communication is strictly intended for individuals residing in the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Michigan, Minnesota, Missouri, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Utah, Virginia and Washington. No offers may be made or accepted from any resident outside the specific states referenced, and no investment decisions should rely upon information presented within this website.

Neither Osaic Wealth, Inc. nor its representatives or employees provide legal or tax advice.

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