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WealthBridge Insurance Solutions

Retirement & Estate Planning




8775 Aero Dr. Suite 138
San Diego, CA 92123

Phone:

(619) 297-3200

E-mail:

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Welcome to WealthBridge Insurance Solutions

We spealize with Retirement Income Planning & Estate Planning. In addition our team has earned the Federal Retirement Consultant (FRC) Designation and Certification signifying we have demonstrated a level of knowledge that you can trust.

In addition to information about our team members, services, and location, you'll find a wealth of information in the form of newsletter articles, reports, and calculators.

We hope to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our website is here to help you gain a better understanding of financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. Here at Wealthbridge, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Describes how Roth accounts can generate tax-free retirement income.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

This calculator can help you estimate your annual federal income tax liability.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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