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A New $6,000 Senior Deduction: What It Means for You
Learn how this new tax break for those age 65+ can help reduce your taxable income, who qualifies, and how it might affect a typical senior couple’s return.
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What Happens to Your Investments When You’re Gone?
Understanding how assets pass to beneficiaries—rules, tax implications, and planning strategies.
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Maximizing Your IRA: A Guide to Sustainable Withdrawals
Finding a safe withdrawal rate for an IRA during retirement—strategies, risks, and key considerations.
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What Is a Variable Annuity?
Learn how variable annuities work and the pros and cons to help you decide if they’re the right fit for your financial goals.
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Understanding Required Minimum Distributions (RMDs)
Who They Apply To, How They’re Calculated, and How Qualified Charitable Distributions Can Help.
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Understanding Roth Conversions: A Tax-Smart Retirement Strategy
Roth Conversions can be a powerful strategy to help you manage taxes and build tax-free income.
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Understanding the Benefits of QCDs for Charitable Giving
Qualified Charitable Distributions offer a unique opportunity for IRA owners to satisfy their RMDs, reduce their taxable income, and give generously to charities.
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Dividends, Interest, & Yield: Exploring Tax Implications
Explore how a portfolio’s yield and tax implications can shape your financial strategy.
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Smarter Giving: Donor-Advised Funds
Consider tax-efficient giving through a DAF to help maximize your charitable impact.
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