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This is the logo of Retirement Investment Advisors, Inc. It features the company’s name in a bold, serif font with a blue color scheme. To the left, there’s a square graphic resembling a stylized road or pathway, symbolizing guidance, direction, and planning—likely representing the firm’s focus on helping clients navigate their journey toward retirement.
Our Resource Gallery

Resources that inform and inspire our clients

Smart planning starts with the right tools. Our Resource Gallery gives you clear, practical support to help you make informed decisions and move forward with confidence.

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10 Tax Savings Secrets

Smart tax moves every retiree should know.
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Beneficiary Explanation

Beneficiary designations made simple.
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Continuing Your Family Legacy

What will your legacy be?
An older man and his grandson sit together at a table with a laptop, smiling warmly at each other. The boy rests his hands on the keyboard while the man has his arm around him in a modern kitchen setting.

Do You Need a Will or a Trust?

Why an estate plan matters for everyone.
A cheerful older couple sits together on a cozy couch, sharing a laptop. They appear relaxed and engaged, smiling as they browse or plan something online. Surrounded by greenery and natural light, the scene radiates comfort, contentment, and the ease of enjoying retirement life together at home.

How to Manage an Inheritance

What to do when you inherit money.
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In Case of Emergency

Peace of mind starts with being prepared.
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IRS Rollover Chart

Easily see your retirement rollover options.

Key Financial Data – 2024

Your 2024 tax year reference card.
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Key Financial Data – 2025

Your 2025 tax year reference guide.
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Our team of CERTIFIED FINANCIAL PLANNER® professionals will help you chart a course tailored to you and your goals, so you can move forward with clarity and peace of mind.

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