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Needs Assessment & Solution WorkbookClient Name: Advisor Name: Date: Please retain a copy for Record Keeping.800.931.0138info@retiredesign.com www.RetireDesign.comNeeds Assessment & Solution Workbook Index Section
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Obtain the Voya Index Solution Income form from the official website or a financial advisor.
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Voya Index Solution Income is a financial product that provides individuals with income based on the performance of a specified index.
Individuals who have earned income from the Voya Index Solution must file the necessary documentation to report this income.
To fill out Voya Index Solution Income, gather all relevant income information, complete the required forms accurately, and submit them as per the guidelines provided by Voya.
The purpose of Voya Index Solution Income is to provide a structured approach to earning income linked to market index performance.
The information that must be reported includes the total income earned, any relevant deductions, and identification details of the filer.
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