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Is it possible to drastically reduce taxes in retirement, or even eliminate them? It’s possible, but you must start planning before you retire.

Should I convert my traditional IRA to a Roth IRA? What are the benefits to my retirement plan? We take a look in my latest 1-Minute video.

A secure retirement provides the peace of mind to allow you to live life to the fullest. A commission-free fixed index annuity delivers complete downside protection in today's volatile markets, as well as guaranteed lifetime income.

Think that saving for retirement is the hard part? WRONG! There are many hidden tax traps waiting for you in retirement. You need a solid retirement income plan.

It’s not only about when and how to file for Social Security, it’s about all the layers of your retirement income working together to get you a tax-smart retirement paycheck.

Saving for your retirement just received a little more financial wiggle room. The IRS has announced new contribution limits for 2022. Let's take a look at the new limits.

Sending your kid off to college comes with a hefty price tag. Here's a quick overview of what expenses may qualify for a reduction in your taxes plus 3 tax-focused savings strategies.

Deciding to wait or claim your Social Security benefits is a personal decision. Here are some important factors anyone nearing or in retirement should consider now.

Congress has officially passed a $1.9 trillion stimulus package. Here's an overview for business owners, families and individuals impacted by COVID-19.

Mega backdoor Roth IRAs are complicated retirement savings strategies. But for the right person, they could offer a big tax advantage.