» Retirement Planning

Advisor Danny discusses essential retirement strategies, emphasizing adaptability, risks of outdated methods, cash hoarding dangers, portfolio stress testing, and the effective three-bucket method.

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Thinking about surrendering your annuity? Danny Gudorf warns hidden fees, surprise taxes, and timing can significantly impact your finances, urging careful analysis tailored to your situation.

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This conversation delves into the complexities of survivor benefits in social security, particularly focusing on what happens when a spouse passes away before claiming their own benefits.

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Financial planner Danny Gudorf shares key steps for retirement prep, stressing the need to assess finances, envision your ideal retirement, and align your savings with your long-term goals.

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Did you know you can generate tax-free income in retirement? Danny Gudorf explains how to leverage the 0% capital gains tax rate, use tax gain harvesting, and build a flexible, tax-efficient plan.

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As 2024 ends, retirees have a key chance to boost financial security with smart tax planning. With TCJA expiring in 2025, now may be the last time to lock in low tax rates, cut taxes, and protect retirement assets.

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Big changes in retirement planning are coming in 2025, creating new opportunities and challenges. No matter your stage—starting, earning, or retired—these shifts could affect how you save, invest, and withdraw.

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