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3 Misconceptions Retirees Believe About Claiming Social Security

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This ONE Change Could've Extended Social Security by 30 Years...

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10 Charts to Give You Confidence During This Tariff "Meltdown"

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3 Major Retirement Changes Triggered by a Pension (+ Common Mistakes)

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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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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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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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Why You SHOULDN'T Want a Tax-Free Retirement