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Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you’ll pay.

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9 Mistakes to Avoid When Retiring Solo

How to think about taxes, what to know about Social Security, about Fee-Only advisors vs. “fee-based” and non-financial aspects of retirement

Lower Your Taxes In Retirement

Taxes will be the largest expense in retirement for many of you. Read this guide to learn how you can lower yours.

 

  • Take advantage of income dips
  • Roth Conversions
  • Plan around the standard deduction
  • SECURE Act
  • CARES Act
  • Working past 70.5
  • and more....​
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9 Mistakes To Avoid When Retiring Solo ​

Topics Included: Taxes, Social Security, Retirement Fulfillment and more!

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