One of the most common sources of retirement income is in the form of IRAs and 401(k)s. But what makes these different than just a regular brokerage account? The crucial differences come down to the way they’re taxed. Let's discuss!

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Social Security may seem like a solid safety net for your retirement income needs. While it’s designed to be a crucial support system, it’s not the end-all-be-all for your income needs - especially because portions of it can be subject to an income tax!

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Tax policy often feels like background noise, until it directly affects your retirement. The recent passage of President Trump’s “One Big Beautiful Bill” in the House is one of those moments. While the bill still awaits Senate approval, its sweeping tax changes and spending cuts could have significant implications for retirees and pre-retirees. Here’s what you need to know.

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In a world where market swings, credit downgrades, and rising interest rates make headlines, it’s easy to wonder what role conservative investing still plays in retirement. But for many retirees and pre-retirees, preserving what they’ve worked so hard to build is their main priority. Conservative investing isn’t just a mindset, it’s a strategy that when done right, can create stability, income, and peace of mind in retirement. Let's discuss!

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There are moments in the financial world that may not cause immediate panic, but should spark thoughtful reflection. Moody’s recent decision to downgrade its outlook on U.S. Treasury bonds is one of those moments. It’s not about headlines meant to scare; it’s about understanding the long-term implications and the ripple effects for those planning their retirement. Here’s what you need to know…

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For many, college is an expensive yet necessary cost. However, the cost of college has significantly increased, so people turn to family for support in financing it. As this becomes the new norm, its increasingly important to take advantage of college-saving tools and strategies. Let's discuss!

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When building or adjusting your tax strategy, there are key mistakes to avoid that could set you back. So let’s jump into some common tax missteps so you can plan around them accordingly.

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Taxes could be one of your largest retirement expenses… but they also might be more controllable once you enter retirement. Tax treatment for IRAs, 401(k)s, and Social Security may be different than standard income, and how you strategically manage your savings in preparation for retirement could mean preventing a taxable event. Let's dive in!

To learn more visit havenfinancialgroup.com today!