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Reversing the Flow – Withdrawal Strategies for Your Retirement

One of the biggest shocks that folks often experience is when they make the transition from “accumulation” to “decumulation”.  Suddenly the monthly habit of saving and putting money away becomes one of pulling money OUT of the accounts.  Those balances that you have watched for years and have given you the sense of security now…

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Your Greedy Uncle – Minimizing the Impact of Taxes

There are only two things that are certain: death and taxes. Now some folks will say paying taxes is “patriotic”; and, while I’ll concede, that we all have a moral and legal obligation to pay our taxes, I hardly consider paying more taxes patriotic.

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