7 Tips on Saving for Retirement

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Retirement Checklist: https://bit.ly/3DTuBwe 

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SSA Quizzes: https://www.ssa.gov/history/puzzles/quiz1.html

 https://www.ssa.gov/history/puzzles/quiz22a.html

 Budgeting at Different Stages of Life: https://youtu.be/-HwVnEvquw4

Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

Claiming Social Security at 62 67, and 70: https://youtu.be/UX-qusd6fZE?si=sKTIzc61qL_d8diB 

2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s

 Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg 

Tax Tips in 10 or Less Ep. 011

Are You Overpaying Your Taxes? Get your journey off to a great start with our financial resources: https://bit.ly/3FmvwWx 

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Roth Conversion Case Studies: https://bit.ly/41YJW7Q 

Tax Reduction Strategies: https://bit.ly/3FnR9pg 

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Income Planning for Retirement: https://youtu.be/Cd3As3HjCMg 

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

Asset Location - The Three Tax Buckets: https://youtu.be/V6WM3iE0iow

Income Planning for Retirement

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What Is IRMAA? - https://bit.ly/4bLwjMC 

2025 Withdrawal Strategy: https://youtu.be/8P8E95_287s 

5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk 

Tax Tips in Ten Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 

RMD Case Study: https://youtu.be/_t7XTSfU1po 

2025 Tax Bracket & Contribution Limits: https://youtu.be/KifcDu_6UAI 

Asset Location – The Three Tax Buckets: https://youtu.be/V6WM3iE0iow 

Claiming Social Security at 62, 67, or 70: https://youtu.be/UX-qusd6fZE 

What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q 

Mary Beth Franklin on the Social Security Fairness Act: https://youtu.be/rz2tzLwDvY4 

10 Years from Retirement: 4 Tasks to Address: https://youtu.be/izWpsehhodY 

Tax Tips in 10 or Less Ep. 010

Capital Gains Rates in 2025

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Roth Conversion Case Studies: https://bit.ly/4buS8zK 

Tax Reduction Strategies: https://bit.ly/41FqlJU 

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Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc 

2025 Withdrawal Strategy Get your journey off to a great start with our financial resources:  https://bit.ly/4i6Ntqg 

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Retirement Checklist: https://bit.ly/4iletSA 

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Monte Carlo Simulation Article: https://bit.ly/4kjBhnE 

Kiplinger on the 4% Rule: https://www.kiplinger.com/retirement/retirement-planning/the-4-rule-gets-a-closer-look 

Morningstar Safe Retirement Spending Rate for 2025: https://www.morningstar.com/retirement/whats-safe-retirement-spending-rate-2025 

5 Years Before Retirement: https://youtu.be/xzhDK4m3Ifk

What DIYers Overlook in Retirement Planning: https://youtu.be/wCMssTo_6mg

Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0

15 Years Before Retirement: https://youtu.be/dLPxSfY7P8I

Tax-Efficient Investing with Stephen Tuckwood, CFA: https://youtu.be/APOYR-ocDRk?si=vCHuzcLq0Ml-S15S

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

IRA RMD Rules: https://youtu.be/DF13FV4EhCU

Tax Tips in 10 or Less Ep. 009

Asset Location - The Three Tax Buckets

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Roth Conversion Case Studies: https://bit.ly/43b5VcH 

Tax Reduction Strategies: https://bit.ly/3QBbV76 

Super Catch-Up Contributions Article: https://bit.ly/4idTaTH

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What Is Tax Diversification?: https://youtu.be/xyATDrvm8_Q?si=PhisTenWzY12Bkq_

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

Mary Beth Franklin on the Social Security Fairness Act

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Retirement Checklist: https://bit.ly/4hUPvKa 

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Learn More About Mary Beth Franklin: https://marybethfranklin.com

Tax Strategies for High Income Earners: https://youtu.be/8S6Dc9TqMVc

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

Pension Plans: Defined Benefit vs. Defined Contribution: https://youtu.be/NGtjUe7kHO4

Maximizing Social Security Benefits: https://youtu.be/tyoIKdsjTC0?si=gddtP9ZRDkFBGgbE

Roth Conversion Questions from the Internet: https://youtu.be/65uerfp0DdU

2025 Tax Brackets & Contribution Limits: https://youtu.be/KifcDu_6UAI

2025 Taxes: What to Watch: https://youtu.be/8fjoACdOrbU 

Tax Tips in 10 or Less Ep. 008  Tax Strategies for High Income Earners

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Roth Conversion Case Studies: https://bit.ly/41ny1Ag 

Tax Reduction Strategies: https://bit.ly/3EJISvz

Meet with Us: https://bit.ly/4jYUQlb 

HSA Tax Advantages with Marty James: https://youtu.be/w7KHmts85oI?si=WI-kMNluLatpsmwY

5 Reasons TO Convert to a Roth IRA: https://youtu.be/MEs5rh62m28

Charitable Giving in Retirement: https://youtu.be/VhtfUCjTesw

Roth vs. Traditional: https://youtu.be/bBdbMcmg4L8 

5 Reasons to Retire

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Trivia Sources:

https://www.protectedincome.org/peak65/ 

https://www.marketwatch.com/story/men-over-70-are-flooding-back-into-the-workforce-a1254a61

Tax Tips in 10 or Less Playlist: https://www.youtube.com/playlist?list=PL-FzoUEjA64nXTFl7Jvxuvr1rCdhIBwg0 

 Maintaining Financial Wellness: https://youtu.be/uxVG_ADX1dM

Must-Knows for Couples Retirement Planning: https://youtu.be/o4eiAkWGc3k

6 Levels of Wealth: https://youtu.be/7iG1NynV3AM 

5 Questions About Long-Term Care Insurance: https://youtu.be/DF6v83HkxWg

Navigating Tough Money Conversations: https://youtu.be/qKNN8HqIIYs

How to Budget at Different Life Stages: https://youtu.be/-HwVnEvquw4

Generational Wealth Management: https://youtu.be/nGDtTd34bRE

Tax Tips in 10 or Less Ep. 007

What Is the Social Security Fairness Act?

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Roth Conversion Case Studies: https://bit.ly/4hWAHKw

Tax Reduction Strategies: https://bit.ly/4hR82Xl

Meet with Us: https://bit.ly/3WUDa00

IRA RMD Requirements: https://youtu.be/DF13FV4EhCU