Retirement Planning

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  10/3/2024

  **Maximize Your Retirement Income with the Social Security Bridge Strategy**

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  10/3/2024

  **Core Holdings for Retirement Income**

• 10/2/2024

  **Roth IRA Conversions: Beware of Unintended Tax Consequences**

• 10/2/2024

  **Retirement Goals by State: A Comfortable Future**

• 10/2/2024

  **Retiring with $1.4M: Can We Afford $90k/Year?**

• 10/2/2024

  **Avoid This Simple IRA Mistake That Could Cost You Thousands**

• 10/2/2024

  **Trash to Treasure: A Dividend Stock to Hold**

• 10/2/2024

  **Minimize Taxes with QCDs, Not RMDs**

• 10/1/2024

  **What It Takes to Be a Rich Retiree**

• 10/1/2024

  **Costco: A Great Company, But Priced Too High**