Latest articles by Eric Peterson, Registered Financial Consultant
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Your DIY Retirement Plan Could Be Saved by a Second Opinion
retirement Even if you think you have your plan all nailed down, complete with detailed spreadsheets and an inflation buffer, there may be something you're missing.
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How Losing a Spouse Could Boost a Survivor's Taxes
Financial Planning Switching to a single filing status and a few other changes that occur after losing a spouse could mean a dramatically higher tax bite. But there are ways to ease that burden.
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Look Before You Leap Into a Taxing Withdrawal Strategy
retirement Before you decide to turn on your Social Security, pension or some other income stream in retirement, consider the big picture. You have some control over the taxes you’ll pay in the future if you plan it right now.
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