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Group Home Face to Face Financial Advice Services Financial Planning Consolidating Retirement Accounts Reaching Retirement: Now What? Income Strategies In Retirement Saving for College Learning Center Videos Flipbooks Newsletters Articles Calculators Glossary Tax Library Contact Us Client Logins Client Connect NetXInvestor ► ❙❙ 7600 E Orchard Road Greenwood Village , CO 80111 Phone: 303-728-3443 E-mail: olivia.millradt@osaicinstitutions.com Calculators You can review interesting calculators on my site. View Calculators Flipbooks You can review interesting Flipbooks on my site. View Flipbooks Videos We have interesting videos for you to watch on my site. View Videos Welcome to Osaic Institutions, Inc. located at Bellco Credit Union, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research report. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals. We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. 3 Potential Benefits of Dollar-Cost Averaging Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations. More Videos » Transcript Newsletters HOT TOPIC: Can Consumers Keep Carrying the Economy? Consumer spending has bolstered the economy amid inflation, higher interest rates, and a cooling job market. This article looks at what may be driving spending and what might derail its momentum. How a Family Limited Partnership Can Power an Estate Plan A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once. HOT TOPIC: Can Productivity Keep Driving the U.S. Economy? This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth. Roth 401(k) News: Is It Time to Rethink How You Save for Retirement? High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth. More Newsletters » Calculators Cash Flow Analysis This Cash Flow Analysis form will help you weigh your income vs. your expenses. Taxable Equivalent Yield Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield. Savings Accumulation Estimate the future value of your current savings. IRA Eligibility Use this calculator to determine whether you qualify for the different types of IRAs. More Calculators » * Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA / SIPC . Osaic Institutions and Bellco Credit Union (Bellco”) are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of principal. The past performance of any investment product should not be considered an indication of future results. Insurance products may be purchased from a producer of your choice without affecting your relationship with Bellco. Bellco has contracted with Osaic Institutions to make non-deposit investment products and services available to credit union members. Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. **Before deciding whether to retain assets in an employer sponsored plan or roll over to an IRA an investor should consider various factors including, but not limited to: investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Site MapCheck the background of this investment professional Check the background of this financial professional on FINRA’s BrokerCheck Check the background of this financial professional on...