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IRS Rules Against Two Social Security Strategies

Two strategies that have long been recommended to help married couples potentially optimize their Social Security benefits have come to an end. This year, the IRS has clarified rules that no longer allow for two claiming strategies known as: File and suspend, and...

It’s Never Too Early to Plan Your Retirement

Even when you’ve determined an exact date you want to retire, it’s hard to know how many years your retirement will last. So it stands to reason that planning for an early retirement could be a challenge. However, there are ways. We can take a look at your current...