Welcome to UPAL's

Education & Resource Center.

Tools to help you learn more about retirement planning & investment concepts

Let us help you build a rock-solid financial future.

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

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IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

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