Tax Gotchas at the 4 Stages of Retirement—Including the SECURE Act

Jul 16, 2020 / By Debra Taylor, CPA/PFS, JD, CDFA
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Clients may think the financial work is done and it’s time to relax when they hit retirement—don’t let them get blindsided by these four tricky tax situations that could detract from a long and enjoyable third act.

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