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Roth IRA Tax Free

Taxes & Social Security in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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Taxes & Social Security in Retirement

Attend this seminar and learn about: Understand the official new tax reform rules and their impact on your retirement Ways to potentially protect yourself against volatile market conditions The changing rules for a retiring generation of baby boomers How lost deductions may affect your taxes in retirement Common misconceptions about taxes in retirement Possible tools and...
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Taxes, Taxes, Taxes

Smart Financial Invites you to  Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
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Smart Lunches with Craig – Taxes, Taxes Taxes

Smart Financial Invites you to Sm​art Lunches with Craig​ The Impact of Taxes in Retirement This quarter we will be discussing the following:​ Have you reviewed your IRA exit strategy? Do you have one? You know Roth IRAs are tax-free, but are they right for you? Are you even eligible? Information about Trump’s new tax...
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Tax Considerations for Retirees

​Tax Considerations for Retirees Are you aware of them? The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive. If you are 65 or older, your standard deduction is $1,300 larger. Make that $1,600 if you are unmarried. Thanks to the passage of the Tax Cuts...
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