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Tax Diversification: Less Taxes, More Retirement Income

Do you want to reduce your taxes and increase your savings and income for retirement? Of course you do!

One such method is tax diversification. You may not be familiar with what this entails, which is why we’re here. If you want to find out everything from what tax diversification is to different tax diversification strategies, keep reading below for everything you need to know. Read More

CategoriesFinancial QB TV Videos, Retirement Income, Roth IRA, Traditional IRA by

New RMD Rules and COVID

On March 27, 2020, the CARES Act was passed and signed into law.

This massive piece of legislation was passed as a result of the COVID-19 pandemic. The legislation made significant changes that impact retirees, retirement income strategies, IRAs, income taxes, and qualified retirement plans like 401(k)s, 403(b)s, etc.

One major impact it made was in reference to Required Minimum Distributions (RMD). Read More