• Taxes in Retirement

  • Sep 8 2024
  • Length: 56 mins
  • Podcast

Taxes in Retirement

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  • Summary

  • Accounting for taxes in a retirement plan may be the single biggest factor in determining the success of that plan. Dave and Jonathan discuss ways you could save on taxes with proper planning. They also look at the upcoming COLA increase in Social Security, how to move on from past mistakes you may have made in your investing decisions, and answer mailbag questions.
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