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Ep 73: 5 Tax Gotchas In Retirement

  • Financial Planning, Tax Planning
Today we are going to talk about the 5 Tax Gotchas in Retirement. If you are close to retirement and have been a good saver, your retirement accounts can create tax issues. Not only for...

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Sudden Wealth

  • Behavioral Finance, Investing, Tax Planning
If a few million dollars—or more—fell into your lap tomorrow, what would you do?...

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Ep 46: 2022 Tax Issues for Retirees

  • Investing, Tax Planning
Today on the Retirement Café, we are going to get into everyone’s favorite topic: Taxes! More specifically, we are going to talk about as a retiree, what issues you should consider when reviewing your 2021...

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Ep 39: The Wealth Planning Pyramid

  • Advisor / Fiduciary Role, Investing, Tax Planning
This week on the Retirement Café we are going to discuss the Wealth Planning Pyramid. It’s something Dan and Brent use regularly in their practice, and they felt it would be beneficial to spend some...

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Ep 37: All About Roth IRAs

  • Investing, Retirement Income, Tax Planning
Today we are going to discuss one of the most powerful tools in financial planning. The Roth IRA. They have been around for over 20 years, but many people don’t fully understand what they are...

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Ep 32: The Groundhog 401(K)

  • Investing, Tax Planning
Today's episode is all about better understanding your 401(k) plan and strategies that you may be able to use to optimize it....

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  • 2727 Spring Arbor Road
    Jackson, MI 49203
  • (517) 783-1695
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