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Is Debt Quietly Draining Your Retirement Paycheck?

 

What happens when retirement income collides with rising prices, costly debt, and unpredictable markets? Suzanne Porske and her Tax Partner Rachelle Harp examine how debt, inflation, taxes, required minimum distributions, and market volatility can affect a retirement strategy. They discuss distinguishing inexpensive debt from high-interest balances, maintaining a cash cushion, evaluating Roth conversions and tax-loss harvesting, and selecting annuities based on their purpose within a broader income plan.

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Dime to Diamonds

Unlock the secrets to financial success, generosity, and making impactful decisions with the Dime to… 

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