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10 Feb
Could A Retirement Tax Advisor Help You Unlock The Retirement Of Your Dreams?

By Colleen Weber, CFP®, CPA

Retirement will be the best time of your life! You’re ready to leave the 9-5 world behind and kick back and enjoy time with family and friends. You’ve worked hard for your money and have built substantial retirement assets. Do you know how taxes will affect your nest egg? Taxes in retirement isn’t something that everyone thinks about, but they should, especially if they have multiple tax-deferred plans. You need a tax strategist by your side helping you make choices that might affect the rest of your retirement. 

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