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Tax Strategy

We’ll work with you to develop a tax strategy.

Determining your current and future tax liability and developing a strategy that minimizes how much you pay during retirement is one part of building a retirement strategy. Taxes can impact your legacy and the assets you’ll be able to transfer to your heirs and beneficiaries. We recommend taking steps to help ensure that your retirement strategy takes advantage of any possible tax credits and deductions to help maintain what you’ve worked hard to build.

Utilizing the skills of certified public accountants can be important to your finances. Such a team can help monitor tax law changes specific to your retirement strategy and provide different tax strategy options

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