Blog

Roy Gagaza
September 25, 2025

Smart Strategies for Handling Capital Gains Taxes in Retirement

Capital gains are the profits you earn when you sell an asset like stocks, bonds, or real estate for more than you paid for it. In retirement, these gains can become a key part of your income stream, especially if you’re drawing from investments to cover living expenses. However, it’s essential to remember that the […]

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tax-efficient retirement withdrawal
June 2, 2025

Tax-Efficient Retirement Withdrawal Blueprint

Building a larger, longer-lasting nest egg starts with one guiding principle: tax-efficient retirement withdrawal. While diligent saving and savvy investing get you to retirement’s doorstep, the order and cadence in which you tap those savings determine how far they carry you. Taxes are a retiree’s largest controllable expense, and every dollar you legally avoid sending […]

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