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Steven Drahozal

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January 8, 2025September 28, 2025IRA, Retirement Plans

What’s New in 2025

When the ball dropped in Times Square on New Year’s Eve, a number of new retirement account provisions became effective. […]

December 18, 2024September 28, 2025IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans

4 Things to Know About Rollovers Between Calendar Years

  The IRA rollover rules are always tricky. However, if you are rolling over an IRA distribution when the calendar […]

February 25, 2020September 28, 2025IRA, IRA Rollovers, Retirement Plan Rollovers, Retirement Plans

Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account

Top 10 Things You Need to Know about the New SECURE Act and Your Retirement Account On December 20, 2019, […]

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  • Milford, MI 48381

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This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Investment advisory services are offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA, the Wealth & Income Management Group, and the Mature American Planning Company are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction, or from every person listed. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone. Fixed index and fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. This site is maintained by Steven Drahozal of Hartland, Michigan.

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