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Dettlaff & Company Incorporated

13105 W. Bluemound Rd. Suite 150
Brookfield, WI 53005

Phone:

(262) 860-1180

Fax:

(262) 860-1097

E-mail:

Daniel J. Dettlaff | Financial Services Professional

YOUR CHOICE FOR FULL-RANGE INVESTMENTS, INSURANCE, & FINANCIAL SERVICES!

For over two decades now, we've believed in building relationships through face-to-face interaction, and adhering to a strategy of recommending quality protection products and investments that have proven themselves over time.

We understand this approach might be considered unfashionable. But if it means helping our clients achieve their goals, whether for retirement, education, financial security, or just a sense of confidence, it's an approach we plan to continue for many decades to come.

Explains benefits of employee-stock ownership plans for succession planning.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

This calculator is designed to help you attach a dollar figure to your life’s work.

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