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Retirement income rarely comes from just one source. Instead, it’s a combination of Social Security, retirement savings, pensions, and sometimes part-time work or rental income. To build a reliable and tax-conscious strategy, it’s important to think about how these sources work together—not just how much you have. Coordinating Social Security
For many retirees and pre-retirees, tax planning is just as important as investment planning. One powerful, but often overlooked, strategy is the use of Roth conversions to potentially help reduce future tax exposure and create greater flexibility in retirement. Roth conversions in a long-term tax plan involve transferring
Transitioning into retirement brings one of the biggest financial shifts of your life: turning the savings you’ve built into income you can live on. Without a steady paycheck, it’s important to structure retirement withdrawals in a way that supports your lifestyle and helps your savings last. There’s no single formula