MABERY CONSULTING, LLC
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Free Retirement Guides

Retirement - Request your Checklist (1 max)

-      Should I Contribute To My Roth 401(k)?
-      Should I Contribute To My Roth IRA Vs. My Traditional IRA?
-      Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?
-      Can I Make A Deductible IRA Contribution?
-      Can I Make A Mega Backdoor Roth Contribution?
-      Can I Do A Qualified Charitable Distribution From My IRA?
-      Can I Contribute To My Roth IRA?
-      What Issues Should I Consider With My Social Security Retirement Benefits?
-      Should I Take My Pension As A Lump Sum?
-      Will My Social Security Benefits Be Reduced?
-      Will A Distribution From My Traditional IRA Be Penalty-Free?
-      Will A Distribution From My Roth IRA Be Tax & Penalty-Free?
-      Should I Inherit My Deceased Spouse’s Traditional IRA?
-      What Issues Should I Consider Before I Retire?
-      Do I Qualify For Social Security Disability Benefits?
-      Can I Delay Distributions From The Traditional IRA I Inherited?
-      Can I Avoid Taking My RMD After Reaching My Required Beginning Date (RBD)?
-      Am I Eligible for Social Security Benefits As A Spouse?
-      Am I Eligible For Social Security Benefits As A Surviving Spouse?
-      Am I Eligible For Social Security Benefits If I Have Been Divorced?
-      Should I Roll Over My Dormant Traditional 401(k)?
-      Can I Make A Backdoor Roth IRA Contribution?
-      What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?
-      What Issues Should I Consider When Reviewing My RMD?​
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General Education Information Only - Not Intended to be Personal Financial Advice

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​Disclosures Disclaimer  Privacy Policy  ADV
Dawn Mabery Chestnut is a Fee-Only Investment Advisor registered with the District of Columbia, Connecticut and all states where exempt. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (202) 670-6659 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from Mabery Consulting with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, https://www.maberyconsulting.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
ALL RIGHTS RESERVED   COPYRIGHT © 2021
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