Taxes

Financial Planning

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Are RMDs Really the Tax Bomb You Think They Are?

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How To Realize $120K+ Income TAX-FREE in Retirement (Without A Roth)

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8 Key Changes to Social Security and Taxes in 2025 That Retirees Need to Know

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December 11, 2024

Understanding the Social Security "Tax Torpedo"

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December 11, 2024

What Does a Trump Presidency Mean for Roth Conversions?

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October 7, 2024

The Downsides to Roth Conversions Nobody Is Talking About

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September 11, 2024

Is a Roth Conversion Right for You? Exploring Options For A 100% Pre-Tax Nest Egg (Case Study)

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Retiring Early With The Rule of 55: Avoid This Common Surprise

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Key Areas Retirees Should Review on Their Tax Returns

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How to Pay Yourself Over $100,000 in Retirement Without Paying a Dime in Income Taxes

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When a Roth Conversion Doesn't Make Sense: 5 Key Situations to Consider

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Christopher Johns

Thinking Ahead: Backdoor Roth Withdrawal Rules

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Navigating the Maze: A Comprehensive Guide to Taxes in Retirement

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TCJA Sunset: Key Considerations for 2024 and Beyond

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3 Common Tax Mistakes Retirees Make: Real Client Examples

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Leveraging the tax code: How to pay 0% capital gains tax

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Christopher Johns

February 11, 2024

Traditional IRA vs. Roth IRA: How they compare