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Retirement Planning Insights:

2024


2024

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In this issue:

  • Pies and books
  • Whether to own or rent in retirement

In this issue:

  • A conference and an anniversary
  • The accuracy of 12 common retirement planning rules of thumb and slogans

In this issue:

  • RRC Roundup and kids driving
  • 9 questions to ask when interviewing financial advisors

In this issue:

  • Hamster hijinks and kids growing up
  • How to donate to charities tax-efficiently

In this issue:

  • Atlantic City and deficits
  • Employer plan-to-IRA rollover pros and cons

In this issue:

  • Montreal circus school
  • How Social Security is taxed

In this issue:

  • Birthday party and live bands
  • The optimal time to claim Social Security

In this issue:

  • Spring break trips
  • Required Minimum Distributions from inherited IRAs

In this issue:

  • Dancing, books and taxes
  • The Dow Jones Industrial Average should retire

In this issue:

  • San Diego and updates on my 2024 goals
  • The S&P 500 is not the right benchmark for you

In this issue:

  • Ski trip and book recommendations
  • Understanding annuity guaranteed withdrawal riders

In this issue:

  • New year, and Same as Ever
  • How to lower your taxes in 2024