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When Roth Conversions Are the Right Move – and When They Aren’t

By rnonline
January 15, 2021
Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others. Read ...
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Featured Retirement Taxes

Year-end Financial and Retirement Planning Tips

By National News
December 11, 2020
From Roth IRA conversions and taxes to employee benefits and your 2021 budget, here’s your checklist of easy, smart money strategies. Read more at The Street ...
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Featured Retirement Taxes

4 Year-End Moves to Help Retirees Breathe Easy in 2021

By National News
December 4, 2020
The end of the year is the perfect opportunity to look at your finances and make adjustments. Whether you are newly retired or have spent years in retirement, ...
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Featured Income Retirement Taxes

How to Create a Tax-Efficient Retirement Income Plan

By National News
November 4, 2020
By Ann Schnorrenberg, Ph.D.   After spending most of your adult time working, you have decided to retire. Congratulations! Retirement is an exciting time but is accompanied by ...
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Featured Income Money Retirement Taxes

How A Contested Election Can Affect Your Retirement Plan

By National News
October 16, 2020
November 3rd is getting closer and closer and people are beginning to cast their votes for the 2020 presidential election. Regardless of who you want to win, not having ...
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Featured Income Retirement Taxes

Your guide to the tricky tax rules of retirement

By National News
October 9, 2020
When you’re doing your retirement planning, it’s easy to ignore one vital topic: How much taxes will I owe on my retirement income? Frankly, it’s a hornet’s nest. ...
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Featured Retirement Taxes

IRS Increases 401(k) Contribution Limits for 2020

By National News
November 25, 2019
The annual tax-deferred amounts workers can set aside for their retirement will increase for 2020, the Internal Revenue Service (IRS) has announced. Next year, the contribution limit for ...
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Annuities Featured Retirement Taxes

How to Lower Your Retirement Tax Rate to Less Than 10%

By National News
July 26, 2019
By JERRY GOLDEN, INVESTMENT ADVISER REPRESENTATIVE, President  |Golden Retirement Advisors Inc. July 17, 2019 CONTACT ME Managing your income by using the right mix of investments and annuities in retirement ...
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Featured Retirement Taxes

Retirement & Tax Strategies for Income Protection

By National News
February 16, 2018
BY SANDY JAHNKE FEBRUARY 14, 2018 Retirement is full of possibilities. Will you travel? Pursue a new career or hobby? Volunteer in your community? Spend more time with friends ...
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Featured Retirement Taxes

Consider taxes when building your retirement income assets

By National News
February 5, 2018
As January 2018 comes to a close, the U.S. national debt exceeds $20.6 trillion and continues to increase at a very fast rate (per usdebtclock.org) . Now, I ...
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