by Ryan Shumaker | Dec 1, 2019 | Blog
Recently, in part one of this article, we discussed how you might be in a lower tax bracket in retirement, but pay a higher tax rate. In this article, we’ll look at how a Roth may be able to help you avoid this scenario. Utilizing a Roth The beauty of a Roth is that...
by Ryan Shumaker | Nov 1, 2019 | Blog
One of the most overlooked, but perhaps most important, aspects of income planning is taxes and how they relate to Social Security. Taxation on Social Security benefits works differently than other income sources; because of this far too many people unknowingly fall...
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