ARI


Many retirees focus on how much they’ve saved.


Far fewer think about where that money sits — and that oversight can quietly cost tens of thousands of dollars in retirement.


The truth is simple: If all your money is in one type of account, your future tax options are limited.


That’s why smart retirement plans rely on tax diversification, not just asset diversification.

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Poll Of The Day


Do you currently have retirement savings spread across taxable, traditional, and Roth accounts?

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Fun Fact Of The Day

Retirees with access to all three account types often pay lower lifetime taxes, even if they never drop into a lower tax bracket in any single year.

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