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Retirement Planning Insights:

2021

2021

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In this issue:

  • A wedding and tax talk
  • Possible tax increases
  • Planning opportunities for the possible tax increases

In this issue:

  • Rocks and pumpkin spice
  • The "percent of AUM" fee
  • Tax-efficient charitable giving

In this issue:

  • Myrtle Beach and the RRC
  • Retirement planning basics
  • Roth conversions

In this issue:

  • Flamingos and the RRC
  • SECURE Act 2.0
  • Understanding bonds

In this issue:

  • Texas y'all!
  • States that tax Social Security
  • How gifts are taxed

In this issue:

  • Rock Retirement Club and the new office
  • What to do with employer savings plan after retiring
  • Taxes on rental properties


In this issue:

  • New office location
  • Catching up on a retirement savings shortfall
  • Net Investment Income Tax

In this issue:

  • Spring is here!
  • State tax-friendliness
  • Interval funds

In this issue:

  • Tax return season
  • 20 steps to prepare for retirement
  • Tax return checklist

In this issue:

  • Welcome 2021
  • New Coronavirus stimulus
  • Beginning of year tips


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