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3 Tax-Savvy Strategies to Enhance Your Clients’ Retirement Income, Preserve Their Legacies

Jun 3, 2024 / By Debra Taylor, CPA/PFS, JD, CDFA
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Not enough attention is given to taxes paid by retirees. You can help your clients boost their retirement income and preserve their legacies by taking steps now to minimize taxes paid in years to come. Consider these three strategies.

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