Don’t Let Taxes Retire You
How much of your retirement will you actually get to keep? Mark Falter explores how taxes can take a larger share of retirement income and inherited wealth than many families
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Tax planning
Tax Reviews Make Your April Less Taxing
Taxes are one of the most common retirement concerns, but many people still treat them as a once-a-year filing task instead of an ongoing planning issue. In this episode, Mark
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5 Areas to Simplify the Retirement Planning Process
Financial planning often becomes harder than it needs to be when every decision is handled in a different place, by a different person. In this episode, Mark Falter breaks the
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How to Escape the Retirement Danger Zone
What changes when retirement gets close enough that time is no longer your safety net? In this episode, Mark Falter explains why the years immediately before and after retirement can
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The Swiss Army Knife of Retirement Tax Planning
What if one financial tool could sit at the intersection of tax planning, legacy planning and long-term care strategy? In this episode, Mark Falter is joined by Becky Swansburg for
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The Top 10 Tax Savings Tips for Retirees
Sometimes the most valuable line on a retirement plan is not the return column, but the tax bracket sitting next to it. This episode lays out 10 tax-saving strategies retirees
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Beyond the RMD: How Forced Withdrawals Can Reshape Your Retirement
Are required minimum distributions (RMDs) quietly creating a larger tax problem than most retirees expect? Mark Falter breaks down how RMDs work, why they begin at age 73 and how
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Has the IRS Become the ‘Fifth Child’ in Your Estate Plan?
How much of your retirement savings could end up going to the IRS instead of your family? Listen to explore how taxes can quietly reshape retirement income and reduce what
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Top 10 Tax-Saving Tips for Retirees
Are you paying more in taxes than you actually owe? Host Mark Falter shares his top 10 tax-saving tips for retirees and explains how annual tax reviews can uncover useful
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Five Ways Taxes Can Wreck Your Retirement
Could hidden taxes take a bigger bite out of your retirement savings than you expect? In this episode, Mark Falter breaks down five ways taxes can derail retirement plans and
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