Month: October 2025

Income Taxes in Retirement—Much Ado About Nothing?

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Over the past few months (and years, actually), I’ve written several articles about taxes in retirement. You can read all of the Retirement Stewardship articles → HERE. If you’re younger, you might want to start with the Tax series on NextGenSteward → HERE. Honestly, when I retired, I was just as concerned about this as … Read more

Maximizing Your Regular Charitable Distributions (RCDs) in Retirement

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In the previous article, we discussed all the ways the US Government, via the IRS, incentivises charitable contributions. In this article, we’ll discuss how to develop a giving strategy that won’t “break the retirement bank.” You probably won’t be surprised to learn that this is a little more challenging than it sounds, due to the … Read more