7 Inefficiencies on Rich Retirees’ Tax Returns, Ep #389

24/02/2025

Listen "7 Inefficiencies on Rich Retirees’ Tax Returns, Ep #389"

Episode Synopsis

Click here to work with us! A lot of retirees assume their tax situation gets simpler once they stop working, but that’s not always the case. There are plenty of ways high-net-worth retirees end up paying more than they need to—sometimes without even realizing it. Maybe it’s interest and dividend income getting taxed at higher rates, […]
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