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Post-Tax Season Tips for Pre-Retirees Solera Asset Management
Financial Planning

Post-Tax Season Tips for Pre-Retirees

Tax season is behind us, but for pre-retirees—those within 10-15 years of retirement—this is the perfect time to reassess financial strategies. The decisions you make now can significantly

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Is a Roth IRA Conversion in Your Future? Solera Asset Management
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

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