In your working years, your financial goal was pretty clear: save for the future. Now that you’ve retired, the challenge is figuring out how to keep what you’ve built. Without effective retirement tax strategies, a…
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2026 Guide to Capital Gains Tax in Ohio
Updated: January 7th, 2026 Does understanding your taxes make your head spin? Are you planning to sell something and wonder if you will have a state of Ohio capital gains tax? You aren’t alone and…
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Ohio Retirement Tax Strategies to Optimize Your Budget
Updated: January 7th, 2026 Imagine this: you’re retired, enjoying a beautiful sunset from your porch, with no worries about money. Thanks to smart Ohio retirement tax strategies, your retirement income is flowing smoothly, and you’re…
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What Is the 401(k) Withdrawal Tax Rate? FAQs and More
Updated: January 7th, 2026 You’ve worked hard to save for retirement, and now it’s time to start using your money…but how much will taxes take? If you’re over 50 and thinking about withdrawing from your…
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How Can Retirees Minimize RMD Taxes? 5 Strategies for You to Consider
You’ve retired and you’re enjoying your early retirement years, watching your savings continue to grow while staying in a lower taxable income bracket. But you keep hearing about something called Required Minimum Distributions, or RMDs…
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What Is a Roth Conversion & Is It Right for You? In-Depth Guide
If you are approaching or finally in retirement, a big question might be lingering in the back of your mind: “Will I be able to enjoy retirement without constantly worrying about money?” You‘d love to…
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How Retirees Can Use the Ohio 529 Deduction to Lower Taxes
Are you a high-income Ohio taxpayer, over 50, who’s been diligently saving for retirement? Maybe you’re retired and are looking for smart ways to help your children or grandchildren with their college savings. If that…
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