» Financial Planning

Danny Gudorf explains Roth conversions—their tax-free growth benefits, IRS pitfalls, and key strategies like timing, safe harbor, and withholding to avoid penalties.

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Danny explains why retirees need personalized investment plans that match their risk capacity and tolerance. His spending bucket approach helps protect income and ensure stability during market downturns.

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Attorney Ted Gudorf explains how Qualified Income Trusts help families over income limits qualify for care, protect assets, and preserve eligibility.

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Danny Gudorf explains that a strong retirement plan isn’t about perfection but adaptability—using flexible strategies, regular adjustments, and resilience to handle life’s uncertainties with confidence.

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Resources: Gudorf Financial Group Get Your Free Retirement Assessment The Retire Ready Toolkit (free resource) Subscribe on Youtube Many retirees unknowingly set themselves up for higher taxes by following outdated withd…

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Financial planner Danny Gudorf warns retirees about overreliance on cash, noting inflation’s impact and urging a balance of reserves with growth assets to secure long-term wealth.

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New rules reshape charitable giving for retirees. Learn about new tax deductions, timing strategies, and IRA distributions to maximize income and cut taxes.

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Resources: Gudorf Financial Group Get Your Free Retirement Assessment The Retire Ready Toolkit (free resource) Subscribe on Youtube Are you sitting on a ticking tax time bomb? Danny Gudorf issues an urgent call to action…

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