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Short videos and plain-English articles on retirement income, annuities, taxes, and Social Security.
Helping You Retire with Confidence — CNBC interview
Daniel's conversation with CNBC on how he is changing the way families prepare for retirement.
Why the 5 years before retirement are so important
The window around your retirement date matters more than any other — here is how to master it.
How to pay $0 taxes on The 1,000+ Year History of Annuities00k of retirement income
A real-world walkthrough of the tax strategies that keep more of your income in your pocket.
Where should you pull funds from first in retirement?
The order you draw from your accounts can add years to your money. Here is the plain-English version.
4 simple ways to increase your Social Security benefit
Small timing and filing decisions that can raise your lifetime benefit by tens of thousands.
Is your spouse ready for you to retire?
Five common pitfalls couples hit when one of them retires — and how to avoid them together.
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