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IRA

IRA Tax Rules Every Retiree Should Understand

  • Post published:April 18, 2026

Learn how IRA tax rules affect retirement income, including the differences between Traditional and Roth IRAs, required minimum distributions, withdrawal penalties, and tax-efficient planning strategies.

Continue ReadingIRA Tax Rules Every Retiree Should Understand

The Complete Guide to IRAs: What Every Retiree Should Know

  • Post published:January 17, 2026

Individual Retirement Accounts, commonly known as IRAs, are among the most valuable tools available for building and managing retirement savings. Whether you are still working toward retirement or already enjoying…

Continue ReadingThe Complete Guide to IRAs: What Every Retiree Should Know

Roth vs. Traditional IRA: Which One is Better for Your Retirement?

  • Post published:May 30, 2025

Individual Retirement Accounts (IRAs) are powerful tools for building a secure financial future, offering tax advantages that can significantly boost long-term savings. When it comes to choosing between a Roth…

Continue ReadingRoth vs. Traditional IRA: Which One is Better for Your Retirement?

5 Common IRA Mistakes to Avoid for a Secure Retirement

  • Post published:June 21, 2024

Individual Retirement Accounts (IRAs) are a cornerstone of retirement planning, offering tax advantages that can significantly boost your savings. However, managing an IRA involves careful attention to detail and strategic…

Continue Reading5 Common IRA Mistakes to Avoid for a Secure Retirement

Getting Started with a Traditional IRA

  • Post published:March 15, 2024

A Traditional Individual Retirement Account (IRA) remains one of the most popular investment vehicles for long-term savings, thanks to its tax advantages and flexibility. Whether you're just beginning to save…

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About Us

Safe Harbor Wealth Advisors Logo | Offices in Dublin, Easton, Dayton, and West Chester, Ohio

Safe Harbor Wealth Advisors, LLC is an independent Registered Investment Advisor firm that offers a comprehensive range of wealth management services for anyone planning for retirement, nearing retirement, or already retired.

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Our Services

  • Annuities
  • Estate Planning
  • Generational Vault
  • Income Planning
  • Investment Management
  • IRA & Retirement Accounts
  • Life Insurance
  • Long-term Care
  • Medicare
  • Social Security
  • Tax Support

Locations

  • Dublin:6099 Frantz Rd
    Dublin, OH 43017
  • Easton:4449 Easton Way, #200
    Columbus, OH 43219

Serving Happy Clients

Safe Harbor Wealth Advisors has an A+ rating with the Better Business Bureau. Click to view our profile.

Contact Info

  • Phone:(614) 760-0670Opens in your application
  • Fax:(614) 760-0675
  • Contact:Contact Page
Calling the number above will direct you to a licensed agent.
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  • All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Opinions expressed herein are solely those of Safe Harbor Wealth Advisors, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Safe Harbor Wealth Advisors, LLC an SEC Investment Advisor. Insurance products and services are offered through Safe Harbor Financial Group, LLC, an affiliated company.

    The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Ohio or where otherwise legally permitted.

    Safe Harbor Wealth Advisors, LLC and Safe Harbor Financial Group, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

    Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

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    BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, either principles that summarize important elements of creating and maintaining trust in business.

    BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.

    Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.