Day: February 16, 2023

Episode 186: Addressing The Most Pressing Client Retirement Tax Questions From The Past Few Months

On this episode of Smart Money Questions, we’ll be discussing one of the most pressing concerns for retirees: taxes. As you prepare for retirement, it’s important to consider how your income sources will affect your tax obligations, and to plan accordingly. Whether you’re transitioning into retirement or already retired, taxes can have a significant impact on your financial well-being.

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