Tag: shawna

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  What are the rules for inherited IRA distributions?

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  High-Net-Worth Tax Planning: How to Maximize Savings

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  The Pros and Cons of Reverse Mortgages

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  How to Calculate Your Net Worth

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  Moving to a New State? Here’s How It Affects Your Taxes

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  How do capital gains taxes work?

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  Downsizing in Retirement: Financial and Lifestyle Considerations

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  The Role of Annuities in Retirement Planning

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  Is saving everything into a Roth for retirement the best strategy?

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  Retirement Planning for Couples with an Age Difference

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  Needs vs Wants: Smart Spending and Prioritizing Your Money

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  Is It Time to Retire? Signs You’re Ready for Your Next Chapter

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