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Discover How Strategic Tax Planning Can Help You Minimize Taxes on Social Security, Pensions, and Withdrawals from Retirement Accounts  Thumbnail

Discover How Strategic Tax Planning Can Help You Minimize Taxes on Social Security, Pensions, and Withdrawals from Retirement Accounts

If you’re approaching or already in retirement, you’ve probably spent decades saving and investing. But here’s something that often catches retirees off guard: how much they’ll owe in taxes. Without careful planning, withdrawals from retirement accounts, Social Security benefits, and pension income can combine to create an unexpected tax bill and even impact your healthcare premiums. Learn how a proactive approach to tax planning can help you protect more of your retirement income and avoid common tax pitfalls.

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The Smart Way to Handle Dividend Taxes in Retirement  Thumbnail

The Smart Way to Handle Dividend Taxes in Retirement

Dividend investing is a popular way to generate income and build long-term wealth, but if you’re not careful, you could be giving a big chunk of that income to Uncle Sam. In this article, we’ll walk through a real client case study and unpack the key strategies you can use to reduce taxes on dividends, optimize your portfolio, and keep more of your income working for you.

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