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Taxes may be one of your biggest concerns when it comes to retirement. Whether you’re well into your retirement or just starting to think about it, taxes can be one of the main factors in maximizing your savings to stretch all the way through retirement. The Roth IRA can be a great investment vehicle for […]Continue reading
After working hard all your life and planning diligently to achieve financial independence, the last thing you want is having to fork over a large percentage of your income to the IRS. Even when you’ve left the workforce, taxes will follow you into retirement. Fortunately, there are strategies that enable you to create tax diversification […]Continue reading
The retirement landscape is constantly in flux as Americans adapt to the ever-changing financial environment. On December 20, 2019, President Donald Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act as an effort to reshape and modernize our country’s retirement system. With most of its provisions effective this year, here are some […]Continue reading
When planning for retirement, annuities can be critical to your strategy. They can provide a guaranteed stream of monthly payments that’ll last the rest of your life. Even though annuities may come in all shapes and sizes, here are some potential benefits they can offer: A lifetime payout that you can’t outlive, regardless of […]Continue reading
