When to claim Social Security is a very important and personal decision. This decision is also permanent and could mean losing out on many thousands of dollars in benefits over your lifetime. Don’t let these…
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Minimizing the Tax Bite of RMDs – Part 1
Required Minimum Distributions (“RMDs”) can be difficult to “plan away” depending upon the size of your IRA, age and overall complexity of our tax laws, so unfortunately there may be no magic bullet to alleviate…
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Tax-Efficient Retirement Tool: Using A Charitable Remainder Trust in Retirement
Charitable Remainder Trusts (CRTs) have proven to be a useful tool used in tax-efficient investing. This article discusses the basics of CRTs and examples of how you can use these vehicles to better manage your…
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