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Tax-Proof Your Retirement
Weekly episodes that help you avoid costly tax surprises in retirement, plus smart tips on spending, investing, and keeping more of your money.
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Income
Tax Strategy
Planning
How to Plan for a Successful Retirement | A Case Study
August 19, 2024
Seven Questions to Ask Yourself Before Retirement
August 13, 2024
Planning For Sequence Of Returns Risk | Case Study
July 30, 2024
$2 Million Household Retirement Plan
July 17, 2024
We Have $1.9 Million & Retiring In 3 Years, How Much Can We Spend?
July 17, 2024
$4 Million Household Retirement Plan
July 17, 2024
9 Misconceptions About Roth Conversions
July 1, 2024
We Have $1.7 Million, How Much Can We Spend In Retirement?
June 19, 2024
3 Withdrawal Strategies For Retirement Income
June 19, 2024
Sequence of Returns Risk With Investing Near/In Retirement
June 6, 2024
Investing Near & In Retirement
May 29, 2024
Paying Taxes Now vs Paying Taxes Later
May 22, 2024
Maximizing Retirement Spending & Minimizing Your Overall Tax Bill
May 15, 2024
The 3 Tax Buckets In Retirement
May 8, 2024
The 6 Steps To A Tax-Efficient Retirement Plan
May 1, 2024
Hiring A Financial Advisor: The 6 Biggest Mistakes to Avoid
May 1, 2024
Understanding Provisional Income & How It Affects Taxes On Your Social Security
May 1, 2024
Mailbag: Should I Take Social Security Now Or Wait Until I’m Done Working?
January 22, 2024
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