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The Complete Cardinal Guide

TO PLANNING FOR AND LIVING IN

RETIREMENT

WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT

How to use your IRA money more effectively in retirement

How to use your IRA money more effectively in retirement

Many people in their 50’s, 60’s, and 70’s, have a huge hunk of money sitting in their IRA or 401(k). Unless you are over age 72, you are not yet required to take distributions from these accounts and, if you are like most of our clients, you do not have a plan for...

3 Tax Benefits of Roth IRAs in Retirement

3 Tax Benefits of Roth IRAs in Retirement

In retirement, taxes change a lot. A source of many of these changes comes from the fact that most retirees are now drawing from their IRAs for income.  Roth IRAs are going to give retirees a triple crown of tax benefits with a proper plan in place for how to use this...

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