The Holistic Retirement Podcast

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Tax Efficiency In Retirement

April 21, 2022

Taxes are one of the inevitable factors of life, so it's important that we have an efficient plan in this area. Richard will talk about some common strategies in this tax environment and how they can greatly affect your plan if carried out properly.

Show Notes:

Retirement Rescue TOOLKIT: https://bit.ly/36RIDs3

Website: http://carolinaretirementresources.com/

Phone: 800-646-5996