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This strategy allows you to pull money out of taxable accounts completely tax-free by offsetting that income against your standard…

There are a lot of special rules that apply to an inherited IRAs that not many people are aware of, here are 7 rules that might surprise…

How you respond matters most. If you don’t face adversity, you are never given the opportunity to prove yourself.

The Age 55 Rule allows you to pull money from retirement plans early (sorry, not IRA’s), to bridge the gap to 59–1/2 without penalties.

A lot of soon-to-be retirees simply make too much money to even consider doing a Roth conversion during their working years…

Long-term care has become a hybrid product with a lot more versatility, flexibility, and tax-free capabilities than LTC of the past.

Designating 40–60% of your retirement assets to income gives you permission to do WHATEVER YOU WANT with the rest of your money.

Guarantee a $2M inheritance for your kids for only $350k, leaving you an extra $1.65M to spend on your own retirement.

What if your portfolio takes a 10% hit and you still need the same amount of income in retirement (as most people do)?! What do you do?

Should you take the guaranteed income from your pension, or should you create retirement income for yourself?!

If you’re strategically repositioning money to AVOID taxes in retirement, don’t create a NEW tax for yourself in the process.

If you have enough guaranteed, lifetime income you have essentially eliminated the risk of running out money in retirement.