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Listen " The Smart Retirement Plan: Rules to Follow and Smart Tax Strategies "
Episode Synopsis
Merrit continues his discussion about The Smart Retirement Plan by breaking down the different types of life insurance and tax-free income strategies. If you have questions about your financial future – please reach out to us today!
Is your money safe and protected from loss? Are fees dragging down your savings?
Call Merrit now at (858) 521-9700
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