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Donald Dirren - Careful Planning
January 9, 2026

Reducing Tax Burden on Retirement Accounts Through Careful Planning

As you approach retirement, the focus often shifts from growing wealth to preserving it. One of the most overlooked aspects of this transition is how taxes can significantly erode your retirement savings. Traditional retirement accounts like 401(k)s and traditional IRAs are funded with pre-tax dollars, which means distributions are taxed as ordinary income in retirement. […]

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Donald Dirren:Retirement
January 2, 2025

From Saving to Spending: A Transition Guide for Retirement

Retirement marks a significant shift in life, requiring a change in daily routines and a fundamental shift in financial behavior. Transitioning from years of saving to strategic spending can feel overwhelming, but with careful planning, this transition can be smooth and stress-free. Embrace Your New Financial Role In retirement, your primary focus changes from accumulating […]

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