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MARCH WEBINAR: How Tax Planning Changes Through Four Stages of Retirement

  • Writer: Mike Brown
    Mike Brown
  • Apr 8
  • 1 min read

People often pay more taxes in retirement than expected because of a confusing system that treats various income types differently and contains hidden taxes and penalties. Join Mike as he discusses which of your assets to tap first, how to structure your distributions tax-efficiently, and strategies to help avoid some of the costly tax surprises associated with Social Security, Medicare, giving to charity – and more.



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