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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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Building a Smart Withdrawal Plan
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Nov. 20, 2025 "A withdrawal plan is just as important as your investment strategy. While the immediate goal is to make sure you have enough income to support your lifestyle, the bigger opportunity lies in how you take that income and how to minimize taxes over your entire retirement, not just this year. A thoughtful, tax-efficient withdrawal strategy can potentially reduce your lifetime tax bill and help your money last longer. Let's walk through how to build one." MORE >> |
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