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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.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.
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What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Learn More

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
Learn More

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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