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Impact of Inflation in Retirement

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is

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How to be Tax Efficient with Your Investments

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com Tax efficient investing involves strategies to help reduce the impact of taxes. Investments have three tax flavors: taxable,

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When Does a Roth Conversion Make Sense?

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later,

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5 Common Mistakes to Avoid in Retirement

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common

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Why is Asset Allocation Important?

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com To keep your investment portfolio on target for financial goals, you want to balance risk and diversify your

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When is the best time to retire?

Retirement Refined LLC https://retirementrefined.com/ (856) 354-3200 paul@retirementrefined.com You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when

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