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Osaic Wealth and its representatives do not provide tax or legal advice. Investors must consult the appropriate advisor for advice and information concerning their particular situation.

©Copyright Retirement Planning Associates 2024® Bob Kaye, Chartered Life Underwriter®, Certified Fund Specialist®, California Insurance License # 0B12675  Securities and investment advisory services offered through Osaic Wealth, Inc.  member FINRA/SIPC.  Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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