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Retirement Weekly

Stay ahead of the curve with the latest information about retirement, finances, tax planning, and the markets.

Roth Conversions: Windfall for some, Bust for Othersā€¦Investors Should Proceed with Caution roth conversion taxes Nov 15, 2022

As we near the end of the year, taxes should be on your mind…and drops in the stock and bond markets often present great opportunities.

One particular strategy capitalizes on this...

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End of Year Tax Moves for a Down Market taxes Nov 08, 2022

The next few months are going to be interesting. But, before we go ahead and celebrate or lament our political victory - let's take a few moments to protect our immediate financial future. Yes, I...

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Yields for You
New IRS Rules For Your Retirement Accounts
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New IRS Rules For Your Retirement Accounts secure act taxes May 02, 2022

As an avid Leibel on FIRE reader, I am sure you’ve picked up on the fact that I LOVE taxes. Or more specifically, I love minimizing taxes for retirees.

In fact, I believe that unnecessary...

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SECURE Act 2.0: What It Means to Your Retirement secure act taxes Apr 05, 2022

On March 29, the U.S. House of Representatives passed a bill that could have a significant impact on your retirement strategy. The SECURE Act 2.0 must still pass through the Senate before becoming...

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Yields for You
Tax Deduction vs Tax Credit
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Tax Deduction vs Tax Credit taxes Mar 21, 2022

A while back, there was a video that went viral of a father teaching his 3-year-old daughter the meaning of taxes. They are each holding ice cream cones, and the dad says, “Before you eat it,...

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Yields for You
5 Common Mistakes Investors Make
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5 Common Mistakes Investors Make common mistakes taxes Mar 14, 2022

Growing up, I would often hear my dad and his friends lament about their failed investments and missed opportunities. As a child, I swore to myself that I wouldn’t turn into a worn-out,...

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Yields for You
Post Dec 31st Tax Moves to Reduce Your Current Tax Bill
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Post Dec 31st Tax Moves to Reduce Your Current Tax Bill taxes Jan 10, 2022

Post Dec 31st Tax Moves to Reduce Your Current Tax Bill

It is not too late to lower your tax bill even after the new year begins. There are moves you can make after December 31st that can optimize...

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New IRS Tax Rule Impacting Your Retirement iras taxes Apr 01, 2019

When it comes to retirement planning, we say all the time that there are very few hard and fast rules for what an investor should do.  Each investor faces a unique situation, with unique...

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