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Self-Certification After 60 Days: 12 Reasons

May 19, 2025

Recent Posts

  • Weekly Market Commentary
  • Medicare Annual Enrollment Period (AEP): How to Review Your Coverage and Avoid Costly Surprises
  • The Once-Per-Year IRA Rollover Rule and 529-to-Roth Transfers: Today’s Slott Report Mailbag
  • Retirement Isn’t Just About Saving Money—It’s About Creating Income You Can Count On
  • What in the World is Modified Adjusted Income (MAGI), and Why Does It Matter?

Contact
Gary Penn Financial
& Insurance Strategies

Have questions about retirement income, protection, or preserving what you've built? Let’s talk.

  • Email: garypennins@gmail.com
  • Phone: 859-325-5781
  • Office:
    6615 Edenfield Run
    The Villages, FL 32163
  • Hours of Operation:
    Monday–Saturday:
    By appointment only
Schedule a Consultation
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Serving retirees throughout The Villages and surrounding Central Florida communities.

Office Location
6615 Edenfield Run
The Villages, FL 32163
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Gary Penn Financial & Insurance Strategies is an independent financial and insurance services firm. The content on this website is for informational purposes only and is not intended to provide individualized investment, tax, or legal advice. All investments and strategies involve risk, including possible loss of principal. Insurance and annuity product guarantees are backed solely by the financial strength and claims-paying ability of the issuing insurer. We do not offer tax or legal services. Please consult with a qualified tax professional and/or attorney. Services, products, and licensing may not be available in all states.