Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

Truth in Planning
01/07/2023 41 min
Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

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Episode Synopsis

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to handle taxable income as you approach and enjoy retirement.

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