Resource Library - North Shore Asset Management & Tax Advisory

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White Papers - Library

White Paper – Non-Stock Market Income Generating Alternatives
White Paper – Are Your Allocations Right for Social Security?
White Paper – Understanding Social Security Benefits
White Paper – Are Your Allocations Right for RMDs?
White Paper – Understanding Required Minimum Distributions
White Paper – Market Math Made Simple
White Paper – The Hard Lessons of Stock Market History
White Paper – The Importance of Strong Financial Defense
So You’re Retired – Now What?
How Social Security Works
Retirement Expenses
Bridging The Income Gap
IRA Conversions
CLU | Chartered Life Underwriter
Retirement Basics

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. North Shore Asset Management & Tax Advisory Inc and Sound Income Strategies, LLC are not associated entities. Sound Income Strategies, LLC does not provide tax, accounting, or legal services.

Gary Komarek has been evaluated by the Paladin Registry. Paladin Registry is an independent information services company that evaluates and rates the qualification of financial advisors and planners. Paladin issues one to five star ratings based on a comprehensive review of the advisors’ credentials, ethics, business practices, and financial services. Paladin only admits independently-owned RIAs and IARs.

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