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Is Social Security Going to Be Tax-Free Soon? (Full Breakdown)
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7 Ways YOU (or an Advisor) Can Improve Your Portfolio Today
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8-Step RMD Checklist: Follow to Avoid Costly Confusion + Penalties
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Are Safe Withdrawal Rates Dropping? (Cause for Worry?)
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Healthcare Before 65: In-Depth ACA vs. Roth Conversion Analysis
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Taxes + Penalties on Roth IRAs? (How to Avoid Them)
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Do Taxes Really Go Down in Retirement? (Answer Will Surprise You...)
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Paying Retirement Taxes (The Best Strategies + How to Avoid Penalties)
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3 Medicare IRMAA Situations that Change Roth Conversion Math (Part 2)
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Roth Conversions + IRMAA: How to Plan Correctly (Part 1)
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The Most Important Number in Retirement Tax Planning
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5 (New) Rules That Allow You To Supercharge Retirement Contributions
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Use This Framework To Make Better Retirement Decisions...
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Don't Fall for this Financial Advisor "Lie"
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7 Steps to Finding Your Retirement Spending Budget
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Roth Conversions if Tax Cuts are Extended? (What To Do...?)
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5 Taxable Account Rules to Save SIGNIFICANTLY on Taxes (Revisited)
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President Trump's Plan for Retirement Taxes? (In-Depth Breakdown)
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11 Things Every Retiree Should Do Before Year-End
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Do Roth Conversions Lower Your Retirement Spending? (Now vs. Later)
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The BEST Time to Switch to a Retirement Focused Portfolio?
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Best Time of the Year to Retire? 5 Things You Need to Consider
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Don't Believe This Roth Conversion Myth! (Bad Logic)
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6 False Beliefs That Keep You Working Longer Than You Need
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Roth Conversions For the Next Generation (Best Strategy?)
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3 Surprising Data Points on Retirement Longevity
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2 Reasons Your Taxable Account Is Your Slowest Growing Account
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5 Reasons "Risk Tolerance" Shouldn't Drive Your Retirement Portfolio
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Roth vs. Traditional: The Key Variable Too Many People Miss
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The 2024 Election Could Have MAJOR Roth Conversion Implications
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5 Ways to Avoid This Costly 401k Rollover Mistake
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Best Social Security Strategy Based on Portfolio Return? (Most Get This Wrong)
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15 (Lesser Known) RMD Facts That You Need to Know
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Roth Conversion vs. Healthcare Subsidy: A $100,000+ Decision?
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Purchases Retirees Regret? - Ask Yourself These 3 Questions FIRST
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5 Retirement Portfolio Issues You Can Fix Today
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THIS Phenomenon Explains (Most) Retirement Unhappiness
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Impact of Portfolio Return on Your Roth Conversion Strategy (Surprising)
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3 Steps to Leaving an Effective Legacy (Estate Planning)
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3 Dynamic Income Strategies Anyone Can Use in Retirement
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This Tool is A Must in Retirement Tax Planning (Tax Tool Explained)
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5 Reasons Social Security Won't Be REDUCED In Your Lifetime
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Is Inflation Being Underreported? Real Inflation Running at 7%-15%?!
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Fixing 10 Common Roth Conversion Misconceptions (Costly Errors)
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Does Retiring Early Reduce Your Social Security Benefit? - (How Much?)
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Is Cash The Losing Asset Everyone Thinks? (Surprising Data)
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3-Part Framework For Making The Best Taxable Account Decisions 📈
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9 Ways to Retire Sooner Than You Have Planned
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Top 5 States Retirees Are Moving To In 2024 (Does it Makes Sense?)
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Why You SHOULDN'T Want a Tax-Free Retirement
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7 Ways to Test-Drive Retirement (Smart Steps Before You Retire)
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6 Powerful Ways to Use Your Taxable Account in Retirement
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5 Retirement Beliefs That Can Be Completely Damaging
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7 (Common) Realizations Retirees Have Early in Retirement
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What is the ROI of Social Security? (Surprising Analysis)
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Use this Effective Tax Investing Strategy in Your Retirement...
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7 Retirement Planning Updates for 2024! (Important Changes)
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5 Categories To "Aggressively" Spend On In Retirement (Smart Spending Strategy)
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Optimal IRA Balance You Should Have Going into RMD Years? (Explained)
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Bad Retirement Success Score? Retire Sooner than You Think…
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5 Tax Strategies That Can Backfire and Hurt Your Retirement
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10 Near-Retirement Mistakes That Can Permanently Damage Your Future
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3 Reasons to File for Social Security at 62... and 3 Myths!
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6 Withdrawal Strategies That Stretch Your Retirement Savings 📈 - (NEW Data)
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Double Tax Benefit From Charitable Giving? (Donor Advised Fund Strategy)
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Roth Conversions While Taking RMDs? Here's What To Do...
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8 "Hidden" Metrics that Determine Your Retirement's Success...
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Tax Strategy Increases After-Tax Growth by 0.15% - 0.50% Per Year?
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Leaving an Inheritance to Your Children? 4 Questions You Need to Answer...
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Long-Term Roth Conversion Planning Mistakes 📉 - 4 Common Examples
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10 Things to Know About IRMAA (Medicare Penalty)
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Shocking Data on Retirement?! (Retirement Spending, Goals, And More...)
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3 Reasons Selling Stock is Better than Dividend Income (In Retirement)
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6 Strategies For Gaining "Unbreakable" Peace of Mind in Retirement
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Roth Convert 100% of Your IRAs?! 3 Situations Where it Makes Sense...
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Is This A Better Investing Strategy? - "Buy The Dip"
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Build a "Die With Zero" Retirement Plan? Here are 4 Strategies...
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5 Retirement Distribution Strategies (Part 2) - The Results 📊
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5 Retirement Distribution Strategies: Which is Best? 📈
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5 Harsh Truths in Building Wealth (#1 might surprise you...)
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Retirement’s Most Common Tax Obstacle | Explained
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How the Average Retiree Spends their TIME... ⏱ (Alarming Data?!)
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3 Surprising Retirement Studies (Study #1 = 22.6% Increase in Retirement Income 📈)
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7 Retirement Mistakes: These Cost You Time, Money, and Peace of Mind
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2.7% Rule for Retirement Spending? - Should You Lower Your Spending Expectations?
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💰 Net Worth of Retirees: How Do You Compare? - 3 Levels of Wealth
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2 Ways to Make Tax Planning in Retirement Easier! (A Must-Have Tax Roadmap)
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5 Factors That Will Shape Your Roth Conversion Strategy
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The ONE Debt You Should Payoff Before Retiring... (It's Not What You Think)
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How Much Can YOU Safely Spend in Retirement? (4% Rule ➡ 6.3% Rule?)
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The Most Important 5 Years of Your Retirement (82%+ Get this WRONG)
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Covered Call ETFs For Your Retirement? - (QYLD, XYLD, and more...)
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FINANCIAL PLANNER EXPLAINS: Optimal Order of Investing for Retirement
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Save $1,000+ on Your Tax Bill with this Little Tax Trick? | Estimated Tax "Loophole"
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5 Must-Read Books to Prime You For Retirement (+ An Idea From Each Book)
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13 Frequently Asked Roth Conversion Questions... ANSWERED!
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Retirement Spending: Effective Strategies for Fulfilling Retirement Spending
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8 Timely Reasons You Should Retire As Soon As Possible 🗓
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The 3 Bucket System: Is it a Great or Lousy Retirement Plan?
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These 5 Ideas Will Reshape Your Retirement (Tested + Proven Ideas)