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Taxes Doug Carey Taxes Doug Carey

Early Retirement Tax Planning

There is still almost no way to avoid taxes in retirement. Early retirement tax planning can certainly help, but be prepared to pay at least some taxes in retirement

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Retirement Mike Porter Retirement Mike Porter

Working and Taking Social Security Benefits

Hopefully that's not a news flash to you, but it is for some people once they get to their 50s or so and start thinking about retirement. They might have had some idea that Social Security wouldn't cover everything, but they believed it would cover more than it actually does. (And, relatedly, they also might think Medicare covers 100% of their medical expenses once they get to Medicare age. Not true.

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Taxes Doug Carey Taxes Doug Carey

When You Should Convert To A Roth IRA

Some investors convert a traditional IRA to a Roth IRA without understanding whether or not they really should. Usually the best time to convert to a Roth IRA is after retiring but before Social Security and Required Minimum Distributions (RMDs) begin.

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