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How Tax Planning Changes Through Four Stages of Retirement

People often pay more in taxes than expected because a confusing system treats various income types differently, and contains hidden taxes and penalties. In this report, we go over how tax planning changes and what to look for in order to help you with your tax planning strategy.

You'll Learn:

✔︎ How to avoid common retirement surprises

✔︎ When and how to determine your after-tax retirement savings picture

✔︎ About Social Security and Medicare and what to plan for

✔︎ How and when to use taxable, tax-deferred, and tax-free assets

✔︎ How to organize your assets

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