Posts tagged Social Security
Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

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April Brings Spring, Baseball and Taxe… Squirrel!

If your wealth is tax-deferred retirement accounts, your taxes in retirement will be more than you realize.

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Inflation: Increase assets, borrow, and lock in debits.

Action items based upon the old adage “Inflation rewards debtors and hurts creditors”.

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September is the Best Tax Planning Month. Yes, really.

Reconcile tax planning strategies for the current year while positioning for the year ahead.

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To Convert or Not To Convert: Taxation Is The Question

Think your taxes or tax rate will be higher in retirement? Consider a Roth Conversion strategy.

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