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BAM Intelligence

The Basics of a Spend-Down Strategy

William Morgan, Wealth Advisor, Buckingham Strategic Wealth, 12/3/2018

Wealth Advisor Bill Morgan outlines the process for building an overarching spend-down strategy designed to minimize taxes over a lifetime. Read more

Larry Swedroe, 8/15/2016

Should investors choose a traditional or Roth IRA? Larry Swedroe on retirement asset location and the diversification of tax risk. Read more

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