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Don Dirren

Licensed Financial Advisor in Arizona for over 37 years

About Me

Don Dirren is an experienced financial advisor with over 37 years in the field. Licensed as a financial advisor in Arizona, he brings knowledge and expertise in retirement planning, helping his clients manage their wealth, protect it, and leave behind a financial legacy they can be proud of. Dirren is the owner and operator of two independent brokerage firms and is one of the top Safe Money Specialists with Bergen Financial Group.

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Recent News

retirement tax strategies
August 13, 2025

Retirement Tax Strategies That Pass IRS Scrutiny

Retirement tax strategies are essential for preserving wealth, but they must be implemented in ways that fully comply with IRS regulations. The IRS reviews withdrawals, deductions, and reporting accuracy closely, making it crucial to design a plan that’s both effective and audit-proof. Missteps like incorrect Required Minimum Distribution (RMD) calculations, overly aggressive deductions, or poorly […]

Don Dirren
July 30, 2025

Transforming Your Retirement Taxes with Roth Conversions

Retirement planning involves more than just setting aside funds; it requires understanding how various tax strategies can significantly impact your savings. One such strategy that is gaining popularity is the Roth Conversion. This involves transferring funds from a traditional retirement account, like a 401(k) or IRA, to a Roth IRA. The key advantage of a […]

Retirement Tax Strategies
July 20, 2025

Innovative Retirement Tax Strategies That Withstand IRS Review

As retirement approaches, one of the most crucial aspects of financial planning is how to legally minimize taxes without raising red flags with the IRS. Many retirees unknowingly create taxable events that could easily be avoided with proper planning. Innovative retirement tax strategies can preserve more of your wealth, stretch your income longer, and reduce […]

Don Dirren
July 11, 2025

Secure Your Retirement: Inflation-Proof Strategies Through Smart Risk Allocation

Retirement is a time when financial security becomes more important than ever. As we plan for the future, one of the biggest challenges is ensuring that our savings maintain their value in the face of rising inflation. Inflation can erode the purchasing power of your retirement funds, making it essential to have strategies in place […]

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