Our Wealth Transfer guide will show you how to:
Increase the size of your estate in a tax efficient manner
Protect your beneficiaries from being bumped up into a higher tax bracket
Avoid the “tax time bomb” that occurs upon your death
Sewell Retirement Services
3460 Cinnamon Trace
Kokomo, IN 46901
Phone: 765-457-9795 or 800-375-2042
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Sewell Retirement Services does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a representative of Sewell Retirement Services or your own financial professional about your personal situation before making any financial decisions.
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