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For many people, reducing taxes is the easiest and fastest way to increase investment returns, keep a retirement plan back…

Every year, an increasing number of retirees are impacted by one or more “stealth” taxes. While certain taxes may be…

Summary There are numerous variables involved in choosing an appropriate portfolio withdrawal strategy, most of which are unpredictable and outside…

Social Security election decision(s) are a foundational component of a comprehensive retirement plan. The decision of when to claim Social…

No single decision will improve pre-retirees’ potential retirement security as much as continuing to work even a few more years…

Tax planning is (or certainly should be!) a core, vital component across all financial and retirement plans.  There’s tax implications…