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3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

The Roth Conversion Mistake that Could DOUBLE (or more!) Your Medicare Costs

I’m Single and 5 Years Out From Retirement. What Should I be Doing? (5 Specific Steps)

Roth Conversion Checklist: 5 Key Factors to Maximize Your Conversion Strategy

Here’s Exactly How Much You Should Convert to Your Roth IRA to fill up the 22% Tax Bracket

Balancing financial planning and personal fulfillment in retirement.

Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make

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