Make Strategic Tax Planning a Priority For Your Retirement Plan

If you’re like most, you approach your retirement planning with the sole focus on building your nest egg, accumulating as much as possible to get you to your goals. Yet there’s an often overlooked piece of the planning that could have an impact on your finances in retirement –strategic tax planning. What could your tax exposure be, and how can…

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Drew T. Forrester

Optimize Your Social Security

Looking forward to Social Security for retirement used to be pretty simple. You reach a certain age, you retire, you go file for your social security. But just as overall planning for retirement has drastically changed over the years, so has planning for how and when to start taking your Social Security – especially for married couples – in order…

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