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Here is your tax guide

If you have any questions about your tax strategy, we'd be happy to help. Schedule a 15-minute call with one of our Advisors.

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114: How To Retire in the 0% Tax Bracket with David McKnight

Tax expert David McKnight talks about why tax rates may double after you retire (and what you can do about it), how to protect your assets from future legislative changes, and the whens, whys, and hows of Roth conversions.

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Will your taxes be lower in retirement?

Breaking down taxes in retirement; can money buy happiness with podcast guest, Brian Portnoy; and a focus on your healthcare options prior to Medicare age.

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Tax Strategies for Couples

Retiring inspired with Chris Hogan, fake news about retirement, and tax strategies for couples that you won't want to miss.

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