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Retirement planning

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Retirement, Roth IRA

The Pros and Cons of Roth Conversions in Retirement

Explore the benefits and drawbacks of Roth conversions in retirement to see if this strategy aligns with your...
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Retirement, Tax Planning

Smart IRA  Strategies for Retirees with Successful Children

Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy.
Investing, Retirement

The Three Pillars Of Successful Investing

Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions to navigate

Investment management

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Investing

Timing Isn’t Everything

The lure of getting in at the right time or avoiding the next downturn may tempt even disciplined,...
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Investing

The Biggest Allocation Opportunity in 35 Years

Discover the biggest relative asset allocation opportunity in over 35 years with insights on strategic investing, portfolio diversification, and maximizing
Investing, Retirement

The Three Pillars Of Successful Investing

Discover three pillars for investing success: Faith in the Future, Patience in the Presence, and Discipline in Decisions to navigate

Tax advisory

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Tax Planning

My Income In Retirement: Is that Taxable?

Guide to retirement taxes: Understand how income sources are taxed for informed planning....
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Retirement, Tax Planning

Smart IRA  Strategies for Retirees with Successful Children

Learn IRA strategies for retirees with high-earning children to minimize taxes and maximize legacy.
Tax Planning

Managing Quarterly Tax Payments in Retirement: Key Points to Consider

Once you retire, the company isn't taking money out of your paycheck to pay taxes. It's up to you now.

Latest articles

Regular vs. Roth IRA: Compare, Then Decide

Which makes more financial sense - contributing to a regular, or a roth IRA?...
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New Law Delays RMDs to 75. be Careful What You Wish For.

The Secure 2.0 act delayed RMDs by three years. Is this good news?...
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Learn How Your Social Security Benefit is Calculated

Do you know how to calculate your Social Security benefit?...
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3 Reasons To Consider Delaying Social Security Benefits

When should you take your social security benefit? In this article, we talk about the upside of waiting....
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Social Security

3 Reasons for Retirees to Claim Social Security Benefits Early

Should you take your social security early, or let your benefits build up?...
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Should You Own A Vacation Home In Retirement?

Vacation is a big part of retirement. When looking at a vacation home, should you consider buying?...
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