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Join date: Apr 15, 2024
Posts (27)
Sep 30, 2025 ∙ 4 min
Case Study: How a Teacher Saved $1.3 Million With a Roth Conversion Strategy
Case study: How a teacher used a Roth conversion to pay $138K in taxes now and save $1.3M later. Learn the benefits of smart retirement tax planning.
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Sep 11, 2025 ∙ 4 min
Social Security Benefits for Teachers: Big Changes in 2025 for Missouri and California Educators
Missouri and California teachers can now access full Social Security spousal and survivor benefits thanks to the 2025 Fairness Act, unlocking extra retirement income.
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May 21, 2025 ∙ 4 min
Student Loans in 2025: Chaos, Change, and What You Need to Know
The student loan system is in flux. Here’s what educators and public servants need to know about SAVE, PSLF, IBR, RAP, and future repayment changes.
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David Gourley
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