Juniper Wealth Management Retirement Events Calendar

Winning At Wealth
WITH JEFF JUNIPER

Our MediaKirby2025-11-14T16:30:05+00:00

Our Media

Pay the IRS… Without Your Wallet

The Retirement Tax Trap

The Secret Roth Play

Stop Giving the IRS a Raise

Use the Market to Pay the Taxman

Longevity

Liquidity

Inflation

Market Risk

Mortality

Taxes

Winning At Wealth: Market Update

Here insights from Jeff Juniper discusses the current state of the market and how it may it effect your retirement plan. Juniper Wealth Management focuses on income planning, investment planning, tax planning, healthcare planning, and estate planning.

Winning At Wealth: Social Security

Jeff Juniper reviews the history of Social Security, decisions to make when taking out Social Security, and how it folds into the retirement planning strategies of Juniper Wealth Management.

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Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Juniper Wealth Management. Juniper Wealth Management is a separate and unaffiliated entity from Simplicity Wealth.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Juniper Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Winning At Wealth WITH JEFF JUNIPER