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Income Planning

  • Active or passive? What do you have? What will you have in the future?
  • Making tax-efficient choices: If you have to pay taxes, then play at lower rates.
  • When to take the IRA withdrawals: Is it smart to wait until you’re 70 and a half?
  • Are your income sources/resources “insured”? If not, why not? Do you want that option?
  • What about the “survivor’s” income?
  • Are there Special Needs circumstances?