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8/28/25 8/28/25

Tax-Efficient Strategies for Retirees Living in Claremont, CA

Retiring in Claremont, CA? Discover tax-efficient strategies to maximize income, manage RMDs, and reduce taxes in a high-cost area with fiduciary guidance.

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Tax-Free Social Security? Meet the New $6,000 “Senior Bonus” Deduction

Discover how the new $6,000 "Senior Bonus" deduction for adults 65+ can help lower taxes and boost retirement income, plus strategies to maximize its impact.

7/31/25 7/31/25

5 Financial Planning Tips for Claremont Residents Nearing Retirement

Nearing retirement in Claremont, CA? Discover 5 financial planning tips to help maximize income, minimize taxes, and retire with confidence in a high-cost area.