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Kiplinger
Kiplinger
Business
Angie O’Leary

Retirees: Want to Keep Your Money? Make a Tax Plan

An older man puts cash in his back pocket.

When you visualize retirement, you may think about traveling to exotic destinations, spending more time with family or taking a favorite hobby to the next level.

Regardless of how you picture it, living in retirement takes a totally different mindset than working toward retirement. Retirees must pivot from a decades-long mindset of building wealth to coordinating their assets into a reliable income stream.

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