DDI Financial Services
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Mr. Dean started DDI Financial and has been in the financial industry for over 3 decades and is an esteemed member of the MDRT (Million Dollar Round Table) a century old international financial fraternity of advance planners. He is also an accredited member of the Ed Slott – Elite IRA Advisory Group. This keeps him continuously informed on tax law changes that could ultimately affect your retirement decisions.Mr. Dean has uniquely positioned his practice to offer specialized planning in the qualified markets. His team's focus is retirement distribution strategies and retirement income tax planning. Mr. Dean has written his own "Retirement Income Tax Planning and Needs Analysis" software program, which helps DDI Financial clients analyze their personalized retirement needs by filling in the blanks of commonly asked questions such as:Will I have enough to meet my retirement goals? How long will my money last? What percentage of my retirement can I take annually without risking running out of money? How do I maximize my pension and protect my spouse? When is the best time to take my Social Security? Retirement planning is more critical today than ever before. Retirees are now dealing with a global market that has direct and indirect effects on our retirement savings dollars. This alone is a reason enough to create a sound retirement plan.
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