Tax season is here so when I found this article from Morning Star to share some tax tips for you. Your tax bill will be the largest bill you pay in retirement. If you want to reduce it, make sure to press play.
Helping clients save money on taxes and avoid common investment mistakes is an important task for financial planners. If you don’t have a financial planner, that means you are your own financial planner, so you’ll want to take good notes.
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The Four Unique Risks in Decumulation, Ep #346
More Muscles = Better Retirement, Ep #345
Index Funds Have Officially Won, Ep #344
The 529 to Roth IRA Rollover, Ep # 343
The 4 Phases of Retirement, Ep #342
A Short History of the 60/40 Portfolio, Ep #341
8 Ways to Become Poor in Retirement, Ep #340
More Than Half of Americans Want to Retire Gradually, Ep #339
The Retirement Crisis That Wasn’t, Ep #338
Using Guardrails For The 4% Rule, Ep #337
The Challenges of Retiring from a High-Powered Job, Ep #336
5 Expenses Retirees Wish They Spent More Money On, Ep # 335
2 Social Security Mulligans, Ep # 334
A Tax Break Worth the Hassle, Ep # 332
We Need to Talk About Your Retirement Spending, Ep #331
I Don’t Want To Be Old When I Am Old, Ep # 330
Lessons Learned from Fall Tax Meetings, Ep #329
How to Pay 0% on Capital Gains [Rebroadcast]
3 Tricks to Help Retirees Spend More [Rebroadcast]
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