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Roth Conversions and Charitable Giving For a Double Win
At CQ Consulting Services, we take pride in being financial strategists who think creatively and embrace unconventional approaches,...

CQ
Oct 4, 20243 min read
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What is The Difference Between Financial Freedom and Traditional Retirement?
Forget everything you think you know about financial planning. Here at CQ Consulting Services, we are breaking the mold when it comes...

CQ
Jul 5, 20242 min read
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Estate Tax Exemption Sunset 2026: What Happens When This Bill Expires
Are you aware of the looming changes to estate tax laws? The year 2026 marks a significant milestone as the current estate tax exemption...

CQ
Jun 7, 20242 min read
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Best Time to Convert 401k to Roth IRA and Pay the Least Amount to Taxes
Understanding the Benefits of a Roth IRA Conversion Converting a traditional 401(k) to a Roth IRA can be a strategic financial maneuver...

CQ
May 17, 20243 min read
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Nine Reasons To Consider a Roth Conversion
Are you pondering the idea of converting your traditional IRA to a Roth IRA? The decision could significantly impact your financial...

CQ
Feb 8, 20242 min read
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Taking Control of Your Financial Future with The Power of Self-Directed and Self-Managed IRAs
In an era where financial empowerment is paramount, the traditional approach to retirement savings may not be enough. At CQ Consulting...

CQ
Jan 19, 20242 min read
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10 Steps of How to Have a Happy Retirement
Things to Do After Retirement To Have A Fulfilling Retirement When you envision your retirement and contemplate how to have a happy...

CQ
Oct 9, 20233 min read
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Retirement Risks for High Income-Earners
Retirement risks are a concern for individuals across various income levels, including middle- and high-income earners. Here, we cover...

CQ
Sep 15, 20232 min read
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Decoding 5 Types of Retirement Annuities
Amidst bipartisan legislation paving the way for retirement plan sponsors to embrace annuities as a default option, there's no better...

CQ
Sep 1, 20232 min read
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5 Ways to Beat the 'Bored in Retirement' Blues
You hear me all the time talking about retirement…. To me it’s not about hitting 65+ working cuz you want to not because you have to.....

CQ
Aug 18, 20232 min read
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Tax-Free Retirement Income Strategies: Benefits of the New IRA for Peace of Mind
The Changing Landscape of Retirement Planning In the past, Americans could rely on pensions and Social Security for a secure retirement....

CQ
Jun 23, 20233 min read
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Claiming Social Security Benefits While Working: Understanding the Earnings Limit
Claiming Social Security benefits while continuing to work requires careful consideration to maximize your retirement income. In this...

CQ
May 18, 20232 min read
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Tax-Free Retirement Planning Options
Understanding the Benefits of Tax-Free Retirement Planning Did you know you can utilize life insurance as a tax-free retirement option?...

CQ
Mar 24, 20232 min read
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3 Essential Retirement Expenses You Shouldn't Overlook
Planning for retirement involves considering various expenses, but some crucial costs often go unnoticed. While healthcare and living...

CQ
Mar 2, 20232 min read
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RMDs and Your Retirement: Understanding RMD Rules and Regulations
Required minimum distributions (RMDs) play a crucial role in retirement planning. These distributions are the minimum amount retirees...

CQ
Dec 5, 20222 min read
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Types of Annuities and Factors to Consider Before Annuitizing
Exploring the Different Types of Annuities and Important Considerations for Annuitization If you have an annuity or are considering...

CQ
Sep 30, 20222 min read
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Postponing Retirement: Why Some Choose to Delay and How to Avoid Retirement Regret
Most people look forward to retirement. However, a surprising number of people hesitate to start their golden years -– or even...

CQ
Aug 12, 20222 min read
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Protecting Retirement Savings from Life's Uncertainties: Strategies for Life-Proofing Retirement
Preparing for Life's Uncertainties in Retirement Planning There's no crystal ball that can predict life's unexpected twists and turns....

CQ
Jul 21, 20222 min read
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How Does Social Security Work? 5 Things You Should Know About Social Security Benefits
During your working years, your income determines how much you can expect to receive in Social Security benefits when you become...

CQ
May 6, 20222 min read
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Retirement Savings Strategies with 401(k) and IRA: Maximizing Benefits through Diversification
Some people focus on saving for retirement with an employer-sponsored 401(k), while others use an IRA — but did you know you can have...

CQ
Apr 25, 20223 min read
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