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Vada Waters Lindsey, Tax Planning for Retirement, 8 Marq. Elder’s Advisor 31 (2006)

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8 Marquette Elder's Advisor 31 (2006)


As increasing life expectancy and inflation diminish the purchasing power of retirement savings, careful tax planning to maximize funds available to seniors is necessary. Lindsey discusses the taxation of various types of retirement income including traditional and Roth IRAs and Social Security benefits, and explains how careful planning can reduce income and estate taxes. The disparate effects of state income and estate taxes are also explored.

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