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Medicare, Social Security, Inherited Roth, Annuities: Q&A #2607
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Cash Balance Plans Part 2: EDU #2606
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IRMAA, Early Withdrawal Penalty, 403b Distributions: Q&A #2606
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Retirement Spending Anxiety: EDU #2605
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Social Security, SPIAs, SEPP 72(t): Q&A #2605
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Asset Positioning for Retirees: EDU #2604
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Social Security, ERISA, LTC: Q&A #2604
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Investing for Retirees: EDU #2603
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Social Security, HSA, and Annuities: Q&A #2603
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Roth IRA Mistakes, Part 2: EDU #2602
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IRMAA, Inherited IRA, LTC, ACA Tax Credits: Q&A #2602
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Roth IRA Mistakes, Part 1: EDU #2601
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Social Security, Deemed Military Wages, Estate Planning, QLACs: Q&A #2601
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New MYGA Variations: EDU #2553
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Social Security, IRMAA, ACA Planning, IRA to HSA Transfer, Annuities: Q&A #2552
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Cash Balance Plans Explained: EDU #2552
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Social Security, RMDs, Money Market Earnings, QLACs: Q&A #2551
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Math Act and Automatic IRA Act
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IRMAA, Social Security, QLACs, Roth Conversions: Q&A #2550
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The Importance of Secure Income for Retirement: EDU #2550
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Social Security, IRMAA, Medicare, Roth Contribution Rules, Roth Conversions: Q&A #2549
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The QLAC 1098-Q: EDU #2549
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IRMAA Brackets and QLACs: Q&A #2548
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QLAC Use Cases and Planning: EDU #2548
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Social Security, IRMAA, ETFs, Private Investments: Q&A #2547
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QLAC Rules and Uses: EDU #2547
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Social Security,Estate Planning PSA, Annuity Payments: Q&A #2546
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2026 Social Security Changes: EDU #2546
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Social Security and Roth Conversion Strategies: Q&A #2545
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Retirement Preparedness and Planning Lessons: EDU #2545
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Social Security, IRMAA Taxation, 529 Rollover, Deferred Annuities: Q&A #2544
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Social Security Claiming Strategies, Part 2: EDU #2544
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HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
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Social Security Claiming Strategies, Part 1: EDU #2543
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Spousal Roth, Backdoor Roth, Social Security, Post-Tax Contributions, HSA Strategy: Q&A #2542
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IRA Rollover Mistakes and Exceptions: EDU #2542
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Social Security, HSA Held Annuities, IRA Annuities: Q&A #2541
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Military Retirement Planning: EDU #2541
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Social Security, Roth Conversions, RMD Calculations: Q&A #2540
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Delay Period Strategy: EDU #2540
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Social Security, 60-Day Rollover, Inherited IRA, and Deferred Income Annuity: Q&A #2539
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Tax Planning Strategies: EDU #2539
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IRMAA, Widow Status, Roth Conversions, Annuity RMDs, and Rollovers: Q&A #2538
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Discussing An Article On Retirement Planning: EDU #2538
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Social Security, Account Consolidation, and MYGA Selection: Q&A #2537
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Planning for Taxes in Retirement: EDU #2537
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Social Security, HSA Reimbursements, and MYGAs: Q&A #2536
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Behavioral Finance in Retirement Planning: EDU #2536
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Social Security, Risk Philosophy, Fraternal Benefit Societies, Roth Conversions: Q&A #2535
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Roth Catch Ups and the 60-Day Rollover Rule: EDU #2535
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Social Security, PSA, Annuities, RMD Rules: Q&A #2534
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Catch Up Contributions: EDU #2534
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Social Security, Inherited Roth, and IRMAA: Q&A #2533
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Funding Discretionary Spending: EDU #2533
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Social Security, Roth Conversions, Annuities, and Rule of 55: Q&A #2532
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Retirement Income Versus Savings: EDU #2532
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Ohio, Medicare, Social Security, Roth 401k, and Annuities: Q&A #2531
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Buffered ETFs vs Stocks and Cash: EDU #2531
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Social Security, Transition Planning, Positioning, Roth Conversions, IRMAA: Q&A #2530
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Living Benefits on Annuities: EDU #2530
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Social Security, SPIA Taxation, IRMAA, Roth Conversions: Q&A #2529
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Social Security, Annuities, Roth and Roth TSP 5-Year Rule: Q&A # 2528
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OBBBA Tax Changes Explained: EDU #2528
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Social Security, Pension Buyouts, and Managed Payout Funds: Q&A #2527
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Broker vs Advisor Sold RILAs: EDU #2527
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PSAs, Spousal Benefits, Annuity Use Cases, and FIAs: Q&A #2526
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RILAs vs Buffered ETFs: EDU #2526
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Social Security PSAs, FIAs, SPIAs, and MYGAs: Q&A #2525
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Fixed Indexed Annuities: EDU #2525
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Social Security, HSA Rules, SPIA Funding, and FIA Details: Q&A #2524
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Understanding Annuity Types and Features: EDU #2524
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Bond ETFs, Social Security, 401k Annuities, and Annuitization: Q&A #2523
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Annuities in Retirement Planning: EDU #2523
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Social Security Filing, Roth 5-Year Rule, HSA Strategy, and Bond Principal: Q&A #2522
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Flexible Retirement Spending: EDU #2522
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Social Security, IRA Basis, and Roth 5-Year Rule: Q&A #2521
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Spending Confidently in Retirement with Kevin Sebesta: EDU #2521
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Social Security, HSA Strategy, and Cost Basis: Q&A #2520
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Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520
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Social Security, IRMAA, IRA Beneficiary, and the Roth 5-Year Rule: Q&A #2519
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Retirement Plans for Aging: EDU #2519
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IRA Contributions, Special Needs Trusts, Roth Conversions, and Cost Basis: Q&A #2518
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Transition Period Strategy Part 3 – A Case Study: EDU #2518
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Social Security Benefits, IRMAA, and QCD Timing: Q&A #2517
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Transition Period Strategy Part 2 – Positioning and Repositioning: EDU #2517
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Tax Planning, Minus-One Method, Inherited Roth RMDs, and Early Social Security: Q&A #2516
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Transition Period Strategy Part 1 – Asset Positioning: EDU #2516
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Social Security, RMD age, Tax Planning, and Inherited Roth IRAs: Q&A #2515
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Defining Unicorn Status in Retirement: EDU #2515
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Social Security, Roth Conversion Tax Strategy, and Identity Theft PSA: Q&A #2514
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Weathering Market Downturns: EDU #2514
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Identity Theft, Spousal Benefits, RMD Taxes, IRA Withdrawals, and 401(k) Contribution Limits: Q&A #2513
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Roth 5-Year Rules and the Tax Planning Window: EDU #2513
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Social Security Benefits, Roth Conversions, and Annuities: Q&A #2512
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Things That Make You Go Hmm – RMD Rules, IRA Mistakes, and Tax Court Surprises: EDU #2512
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Social Security records, GPO, QCD Timing, Annuity Costs, and Excess IRA Contributions: Q&A #2511
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IRA Rules Quiz: EDU #2511
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Qualified Dividends, Gifting Strategies, Roth Conversions, and Trust Taxation: Q&A #2510
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Setting the Record Straight on Clickbait vs Reality: EDU #2510
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Social Security, 529 Plans, Fun Vision, and Annuities: Q&A #2509
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