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HSA Contributions, Social Security, Fee Disclosures, TSPs: Q&A #2543
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Social Security Claiming Strategies: 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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False Facts and Real Consequences: EDU #2509
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Social Security Benefits, RMD Taxes, IRMAA, and Social Security Taxation: Q&A #2508
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Our Retirement Planning Philosophy and Approach, Condensed Version: EDU #2508
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Social Security, IRMAA, IRA Distributions, Roth Contributions, Catch-up Contributions, and Inherited IRA RMDs: Q&A #2507
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A Smart Approach to Retirement: EDU #2507
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Survivor Benefits, Social Security Disability, and Donor Advised Funds: Q&A #2506
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A Discussion on Simplified Retirement Planning: EDU #2506
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Social Security, QLACs, and ETFs: Q&A #2505
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Safe Withdrawal Rate: EDU #2505
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Medicare Enrollment, Social Security, and Estate Taxes: Q&A #2504
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Charitable Remainder Trusts Part 2: EDU #2504
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Contributions, Social Security, 415 Limits, and Beneficiaries: Q&A #2503
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“Super-Catchup” Retirement Plan Contributions: EDU #2503
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Social Security, Inherited Roth IRAs, Inherited IRA RMDs, and Roth Withdrawals: Q&A #2502
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Retirement Planning Dialogue: EDU #2502
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Spousal Benefits, IRMAA, Step-Up Basis, Family Maximums, Beneficiaries, and Inheritances: Q&A #2501
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Developing Confidence With Retirement Spending: EDU #2501
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Social Security Benefits, IRMAA, RMDs, Annuities, and Beneficiaries: Q&A #2452
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Individualized Retirement Planning Strategies: EDU #2452
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IRMAA, 457b, QCDs, and Roth Conversions: Q&A #2451
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Charitable Remainder Trusts Part 1: EDU #2451
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IRMAA, Spousal Benefits, IRA Withdrawals, QCDs, and Roth Contributions: Q&A #2450
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Retirement Planning Philosophy and Process Dialog: EDU #2450
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Family Maximum Benefit, Means Test, QCDs, Tax Strategies, and SPIA Income: Q&A #2449
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Common Estate Planning Mistakes: EDU #2449
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Social Security, Annuity RMDs, and Being a CFP: Q&A #2448
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60-day Rollover Conversion Strategy: EDU #2448
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Earnings Test, IRMAA, Survivor Benefits, 529 Plans, and SPIAs: Q&A #2447
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Roth Conversions and RMDs: EDU #2447
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Social Security Benefits, Roth Conversions, and RMDs: Q&A #2446
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SECURE Act Updates: EDU #2446
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Social Security, RMDs, QLACs, and Buffered ETFs: Q&A 2445
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