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3 tips for making retirement less taxing

$225.00

SKU: WMAja211. Category: .

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Abstract: Recent retirees often are surprised by the size of their tax bills. As they soon learn, income taxes during retirement can be significant. However, it’s possible to soften the blow. This article offers three tips: divide income sources into three buckets; delay Social Security benefits; and manage required minimum distributions. A sidebar reveals the best time to convert a traditional IRA to a Roth IRA.

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