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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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8 Financial Habits to Start Before Tax Season Beckett Financial Group
Taxes & Tax Planning

8 Financial Habits to Start Before Tax Season

Tax season can be challenging, especially if one is not financially prepared. While it may seem tedious, preparing beforehand can save time from last-minute hassles and help optimize tax returns. Therefore, adopting certain financial habits before the onset of tax

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2025 Social Security Benefits and Taxes Beckett Financial Group
Social Security

2025 Social Security Benefits and Taxes

People often misunderstand Social Security retirement benefits and taxation since not all benefits are taxable. The amount of benefits one receives and how much Federal tax applies depend primarily on the income level of the receiver and other factors. How

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How Pre-Retirees Can Jumpstart Their Savings in 2025 Beckett Financial Group
Retirement Income

How Pre-Retirees Can Jumpstart Their Savings in 2025

Catching up on retirement savings can feel daunting, especially if you’ve started late. However, with strategic planning and commitment, it’s entirely possible to build a comfortable nest egg for your future. Here are four actionable steps to help you enhance

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