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Post-Tax Season Tips for Pre-Retirees Beckett Financial Group
Financial Planning

Post-Tax Season Tips for Pre-Retirees

Tax season is behind us, but for pre-retirees—those within 10-15 years of retirement—this is the perfect time to reassess financial strategies. The decisions you make now can significantly impact your retirement lifestyle, taxes, and financial security. Here are five key

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What Retirees Should Know About Tariffs Beckett Financial Group
Economy

What Retirees Should Know About Tariffs

As a new administration weighs its stance on tariffs, it’s worth considering how these policies may affect retirees and their financial plans. Tariffs, often described as taxes on imported goods, are actually taxes imposed on U.S. companies importing foreign products.

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Is a Roth IRA Conversion in Your Future? Beckett Financial Group
Retirement Income

Is a Roth IRA Conversion in Your Future?

Retirees aiming to reduce their taxes in retirement can benefit from strategic conversions and transfers between traditional and Roth Individual Retirement Accounts (IRAs), especially when considering the timing and financial landscape. Identifying optimal windows for Roth conversions can lead to

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4 Retirement Planning Myths That Could Cost You Beckett Financial Group
Retirement Planning

4 Retirement Planning Myths That Could Cost You

What if everything you thought you knew about financial planning was wrong? Many well-meaning people fall victim to common financial myths—some of which could cost them thousands of dollars or even their retirement security. Let’s break down some of the

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