Sean Hantes

Helping University of Rochester professionals over age 50 transition from saving to spending with confidence, clarity, and tax-smart strategies.

"Retire With Clarity. Live With Confidence"

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Each week, you'll get clear, timely guidance on taxes, investments, and income strategies

✅Strategies for coordinating 403(b), IRA, and Social Security income

✅When and how to use Roth conversions to reduce your future tax bill

✅How to adjust your investment risk as retirement gets closer

✅Timely reminders and small steps to help you plan with confidence

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