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Office Closed - Monday, June 20

In observance of Juneteenth, our office will be closed Monday, June 20, 2022.

We will reopen for business Tuesday, June 21, 2022.

Taxes

Is your retirement income strategy tax ready?

By Mark Rowlette | May 5, 2022 | 0

Saving for retirement is hard enough but practicing proper tax-efficient strategies—before and after retirement—is just as important.  Long-term tax planning should be a part of everyone’s retirement income strategy. It can boost income and put extra dollars in your pocket when you need them the most. Unfortunately, tax deductions are usually the last thing people…

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  • Important Questions to Ask When Considering a Financial Advisor

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Privacy Policy | Terms of Use | Form CRS | Disclosures

Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services are not affiliated companies. 1230259 - 3/22

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

South Shore Retirement Services has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.

Estate planning and legal services are offered through William Caldwell, P.C., Attorney at Law.

Tax services are offered by Karen Mullaney, CPA.

Rowlette and Associates, LLC DBA: South Shore Retirement Services – an affiliated company – is an independent financial services firm offering both insurance and investment services. Investment advisory services are offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rowlette and Associates, LLC DBA: South Shore Retirement Services not affiliated companies.

Any references to [protection benefits, safety, security,  or steady and reliable income, etc] streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 1230259 - 3/22

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