Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings

14/11/2024 14 min Temporada 1 Episodio 9

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Episode Synopsis

Discover smart tax strategies for Baby Boomers to maximize retirement savings. Learn how to manage RMDs, leverage QCDs, time Social Security, and more. Contact us for personalized guidance!

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Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings

Listen "Tax-Savvy Retirement: Strategies Boomers Can Use to Lower Their Tax Bill and Maximize Savings"

Episode Synopsis

More episodes of the podcast deepdive.

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