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3 Big Tax Mistakes EVERY Retiree Makes (Real Examples)

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Posts by James Conole

Retiring before social security? Read this.

Retiring Before You Start Social Security? Make This Crucial Portfolio Adjustment

The Roth Conversion Mistake that Could DOUBLE (or more!) Your Medicare Costs

I’m Single and 5 Years Out From Retirement. What Should I be Doing? (5 Specific Steps)

Roth Conversion Checklist: 5 Key Factors to Maximize Your Conversion Strategy

Here’s Exactly How Much You Should Convert to Your Roth IRA to fill up the 22% Tax Bracket

Balancing financial planning and personal fulfillment in retirement.

Here’s Why Working One More Year is the Biggest Retirement Decision You’ll Ever Make

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