Posts by Alli Thomas

Finances in Retirement - Investments

Downsizing Your Home in Retirement

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Finances in Retirement - Investments

Pre-retirement Considerations

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Medicare News and Healthcare Updates, Tax Planning Ideas and Tax Updates

3 Ways to Reduce Your IRMAA for Medicare Part B

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Medicare News and Healthcare Updates

IRMAA Appeal Process

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Estate Planning Articles

Generation Skipping Trusts

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Estate Planning Articles

QPRT Vacation Home Rules

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Financial Planning Classes for a Better Retirement

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Estate Planning Articles

Illiquid Assets and Estate Planning

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Social Security News and Updates

Social Security Restricted Filing

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Estate Planning Articles

Medicaid Asset Protection Trust

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Estate Planning Articles

Charitable Remainder Trusts: What Are They and Should You…

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Social Security News and Updates, Tax Planning Ideas and Tax Updates

3 Tips for Avoiding Paying Taxes on Social Security Benefits

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Finances in Retirement - Investments

Preparing for Post-Retirement

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