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Primary Risk to a Secure Retirement | Trailhead Planners MN
Trailhead Planners | Jul 3, 2023

What’s the #1 Risk to Retirement?

Coffee Sweaters & Finance!
Financial Planning
Retirement Planning
Retirement comes with a number of risks; however, there is one risk that trumps them all. Read on to learn what this overarching risk is and how to mitigate it.
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4 Keys to Minimizing Lifetime Tax Bill | Trailhead Planners
Trailhead Planners | Jun 1, 2023

Four Keys to Minimizing Your Lifetime Tax Bill

Coffee Sweaters & Finance!
Tax Planning
Retirement Planning
In this post, we have distilled four keys to minimizing your lifetime tax bill for a fruitful, secure, and tax-efficient retirement.
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How to Avoid 5 Biggest Retirement Risks | Trailhead Planners
Trailhead Planners | May 1, 2023

How to Avoid the 5 Biggest Retirement Risks

Coffee Sweaters & Finance!
Financial Planning
Retirement Planning
Each stage of your financial life comes with its own set of complexities, and retirement, or decumulation, is no different.
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Manage Capital Gains Long-term Tax | Trailhead Planners MN
Trailhead Planners | Apr 3, 2023

How to Manage Capital Gains Tax

Tax Planning
Financial Planning
Retirement Planning
Too many people sell positions in their investment portfolio without fully thinking through or optimizing the tax consequences. It doesn’t have to be that way.
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Harvesting Gains in The 0% Capital Gains | Trailhead Planners
Trailhead Planners | Mar 1, 2023

Harvesting Gains in the Zero Percent Capital Gains Bracket

Tax Planning
Financial Planning
Retirement Planning
The 0% capital gains tax bracket is one of the most overlooked tax planning opportunities for retirees. How does it work?
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Minneapolis, MN  55419

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Trailhead Planners, LLC (“Trailhead”) is a registered investment advisor offering advisory services in the States of Oregon, Minnesota, and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

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