Resouces
Retirement Planning Resources
Resources designed to maximize income, grow, protect and transfer your wealth efficiently
Will Healthcare Change As I Transition Into Retirement?
There are a lot of moving parts involved when deciding what health insurance is most appropriate when nearing retirement. This is especially true for individuals who may not be ready to apply for Medicare.
Am I Impacted By The Social Security Fairness Act?
Navigating the changes brought by the Social Security Fairness Act of 2023 can be complex, but it’s crucial for your financial planning. The repeal of the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) may increase their benefits and overall income stream.
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider when nearing retirement.
Will I Have To Pay Tax On The Sale Of My Investment?
Determining the tax impact of selling an investment can sometimes be complicated. There are several questions to ask to ensure that the tax liability on the sale of an investment is calculated correctly.
Trusted Partners in Wealth Planning
At Cope Private Wealth, we believe financial planning is about more than growing assets — it’s about building a life, a legacy, and a future you can feel confident about. We specialize in tax planning, tax-efficient investing, beneficiary strategies, and estate planning, creating tailored strategies for individuals and families who want to make the most of what they’ve earned. With a commitment to transparency, personalized service, and long-term thinking, we’re here to guide you every step of the way.
Take Control of Your Retirement
Discover personalized strategies designed to help you plan, invest, and protect your wealth with greater confidence.
Phone:
205-536-7771
Email:
clientservices@copepw.com
Address:
3300 Cahaba Rd, STE 201, Birmingham, AL, 35223, United States
Cope Private Wealth is an investment adviser registered in Alabama and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.
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Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA®," and "Certified Private Wealth Advisor." Use of CPWA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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