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Browsing Tag

tax reduction

2 posts
PPersonal finance
Managing Taxes in Retirement with Sean Mullaney
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Managing Taxes in Retirement with Sean Mullaney

  • November 20, 2025
Today, we’re joined by Sean Mullaney, an author and CPA who presented at this year’s Bogleheads conference. We…
PPersonal finance
Separately Managed Accounts (SMAs): Are They Worth Your Money?
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Separately Managed Accounts (SMAs): Are They Worth Your Money?

  • November 9, 2025
By Dr. Jim Dahle, WCI Founder I received a question recently via email from a WCIer: “I have…
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