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The upcoming presidential election has brought the issue of taxes to the forefront. The tax cuts enacted by former President Donald Trump through the Tax Cuts and Jobs Act (TCJA) are set to expire after 2025, leaving more than 60% of taxpayers vulnerable to potential tax increases in 2026. The Tax Foundation estimates that without
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As retirement approaches, investors are often warned about a looming threat known as the “sequence of returns risk.” This risk, also called “sequence risk,” stems from poor investment returns paired with withdrawals, especially in the early years of retirement. The detrimental impact of this combination can lead to a significant reduction in your retirement nest
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