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Retirement Tax Minimization Strategies
October 24, 2025

Retirement Tax Minimization Strategies That Pass IRS Review

One of the most effective retirement tax minimization strategies involves diversifying income sources across tax categories. Many retirees make the mistake of holding most of their savings in tax-deferred accounts, such as traditional IRAs or 401(k)s. While these accounts reduce taxable income during working years, every withdrawal in retirement is fully taxable. This can cause […]

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Don Dirren:Social Security
February 3, 2025

Strategic Approaches to Claiming Social Security for Optimal Retirement Benefits

Social Security is a vital source of income for many retirees, yet the timing and approach for claiming these benefits can significantly impact the amount you receive over your lifetime. With various options available, choosing the best time to collect your benefits is crucial. By carefully considering your financial goals, health status, and retirement plans, […]

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