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Roth Conversion-Darcy Bergen
February 25, 2025

Pros and Cons of Roth Conversion: Is It Worth the Tax Implications?

When it comes to planning for retirement, one strategy that many investors consider is converting their traditional IRA or 401(k) into a Roth IRA. This process, known as a Roth conversion, allows individuals to pay taxes on their retirement savings now in exchange for tax-free withdrawals in the future. However, like any financial decision, Roth […]

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Darcy Bergen
December 9, 2024

Best Life Insurance Retirement Plans: A Smart Strategy for Financial Security

Regarding retirement planning, most people focus on traditional savings accounts, 401(k) plans, and IRAs. However, a lesser-known strategy can provide both financial protection and retirement income: life insurance. Permanent life insurance policies, such as whole life or universal life insurance, can be used as an effective tool for retirement planning. These policies provide a death […]

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the-power-of-social-security-planning
June 15, 2023

The Power of Social Security Planning

Planning for retirement involves a multitude of considerations, and one crucial aspect that should be considered is social security planning. Many individuals need to pay more attention to the impact of proactive social security planning on their financial well-being during retirement. This article will delve into the significance of social security planning, its influence on […]

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