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Featured Home, Retirement Income Planning, Retirement Planning, Social Security, Social Security & Medicare, Tax Planning, Withdrawal StrategiesHow Mark and Susan Earned Six Figures While Paying Zero Federal Income Tax
Here’s how a Massachusetts couple did it — and when the window closes. Every year, the IRS gives retirees a powerful starting point: the standard deduction. Thanks to the new…
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Don’t Overlook the Spousal IRA: A Retirement Savings Opportunity
What Is a Spousal IRA? A Spousal IRA allows a working spouse to contribute to an IRA on behalf of…
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Tax-Efficient Withdrawals: Keeping More of Your Retirement Income
Introduction When most retirees think about making withdrawals from their investments, the focus is usually on how much they need…
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Creating Your Own Paycheck in Retirement: Turning Savings into Steady Income
Introduction For decades, you’ve been working for a paycheck. It arrived every two weeks, like clockwork, giving you the confidence…