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Carl Ostenson

Carl Ostenson

Carl Ostenson specializes in helping his clients use their IRA or 401k to set up their Retirement Income Plan for when they retire. He works with clients in the Chicagoland area and surrounding suburbs.

If you live in Chicagoland and want to talk about annuities with a local guy, give Carl a call at 847-376-8400… there’s never any pressure. To get more about Carl, visit: www.ProtectMyIRA.com.

Be sure to check out his Free IRA Guide titled “How to Get Secure and Predictable Income From Your IRA/401k When You Retire.”

Articles by Carl Ostenson

What’s a 401k In-Service Distribution?

What’s a 401k In-Service Distribution? | March 17, 2014 | ,


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What’s An Easy Way To Set Up Your Own Personal Pension?

What’s An Easy Way To Set Up Your Own Personal Pension? | March 6, 2014 |


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Top 5 Reasons to Use an Income Rider Instead of Investment Accounts for Retirement Income

Top 5 Reasons to Use an Income Rider Instead of Investment Accounts for Retirement Income | February 25, 2014 | , ,


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How a Restricted Beneficiary Form Can Kinda Act Like a Free Trust

How a Restricted Beneficiary Form Can Kinda Act Like a Free Trust | February 7, 2014 | ,


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How Do You Know If You Have Enough Money To Retire?

How Do You Know If You Have Enough Money To Retire? | January 24, 2014 | , ,


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What Happens At The End Of My Annuity?

What Happens At The End Of My Annuity? | January 10, 2014 | , , , , ,


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Can You Take Your IRA Required Minimum Distribution (RMD) from an Annuity?

Can You Take Your IRA Required Minimum Distribution (RMD) from an Annuity? | December 23, 2013 | , , ,


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How To Fund An Annuity Account

How To Fund An Annuity Account | December 1, 2013 | , , ,


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Why Buy a CD-Like Annuity Instead of a Bank CD?

Why Buy a CD-Like Annuity Instead of a Bank CD? | November 11, 2013 | , , ,


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Should You Name A Trust As Beneficiary Of Your IRA Or 401K?

Should You Name A Trust As Beneficiary Of Your IRA Or 401K? | September 5, 2013 | , ,


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Don’t Disinherit Your Grandkids

Don’t Disinherit Your Grandkids | August 19, 2013 | , ,


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Upgrade an Older Annuity with a 1035 Exchange

Upgrade an Older Annuity with a 1035 Exchange | March 19, 2013 | , , , ,


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Why Reverse Dollar Cost Averaging Can Leave You Broke During Retirement?

Why Reverse Dollar Cost Averaging Can Leave You Broke During Retirement? | March 4, 2013 | , , ,


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What Everybody Ought To Know About “Safe” Portfolio Withdrawal Rates

What Everybody Ought To Know About “Safe” Portfolio Withdrawal Rates | February 15, 2013 | , , ,


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What’s the Best Way to Get Income from Your IRA or 401k after You Retire?

What’s the Best Way to Get Income from Your IRA or 401k after You Retire? | February 5, 2013 | , , ,


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3 Things To Look Out For When Buying An Indexed Annuity With An Income Rider

3 Things To Look Out For When Buying An Indexed Annuity With An Income Rider | January 18, 2013 | , , ,


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