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Income Planning for Retirement

Get your journey off to a great start with our financial resources: https://bit.ly/3XKacAg 

 Subscribe on YouTube to Catch our Videos: https://www.youtube.com/@AmericasWealthManagementShow?sub_confirmation=1

 
Retirement Checklist: https://bit.ly/3DnZf0E 

Meet with Us: https://bit.ly/4bOhlp1 

What Is IRMAA? - https://bit.ly/4bLwjMC 

2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s 

5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk 

Tax Tips in Ten Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 

RMD Case Study: https://youtu.be/_t7XTSfU1po 

2025 Tax Bracket & Contribution Limits: https://youtu.be/KifcDu_6UAI 

Asset Location – The Three Tax Buckets: https://youtu.be/V6WM3iE0iow 

Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE 

What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q 

Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 

10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY