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Jul 4, 2017
Tax Smart Retirement Funding
I wrote an article for CMS in 2012 called Generating Cash Flow during Your Golden Years . It may not have applied to your situation then but it may now. I continue to see an increasing number of individuals and couples who are at a stage of life where they are gearing down for semi-retirement or full retirement.
I feel it is worthwhile to touch on this topic again due to the changing landscape. For instance, personal tax rates have increased dramatically, the top marginal bracket now...