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Bill Herr
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Join date: Sep 7, 2023
Posts (9)
Oct 16, 2024 ∙ 4 min
Roth Conversions and the “Filling the Bucket” Strategy – Supercharge Your Retirement Tax Planning
If you’re heading into retirement and thinking all the hard financial work is behind you—think again. The truth is, retirement is when...
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Oct 9, 2024 ∙ 4 min
IRMAA Surcharges and the Social Security Tax Torpedo – How to Avoid These Costly Retirement Tax Traps
Retirement sounds like the dream: finally kicking back, collecting Social Security, and living off your hard-earned savings. But what...
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Oct 2, 2024 ∙ 3 min
RMDs and the Widow’s Penalty – How to Protect Your Spouse from a Higher Tax Bill
RMDs and the Widow’s Penalty – How to Protect Your Spouse from a Higher Tax Bill When it comes to retirement planning, there’s one tax...
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