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About Being a "Tax Savvy" Consumer

"You need to manage your investment on the way in and manage your taxes on the way out."  -Mr. Ed Slott, CPA/Wall Street Journal's IRA Expert

Do you really understand the potential impact of taxes on your retirement income? 

We believe tax planning happens throughout the year and being proactive can save you money, particularly when you're now planning to spend down your retirement assets.

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Our video below will better help understand why taxes should be a part of retirement planning?

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