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Tax-Efficient Planning order in Blue Springs
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Tax-Efficient Planning order in Blue Springs
Order Tax-Efficient Planning
Tax-Efficient Planning

Tax-Efficient Planning

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USA, Blue Springs
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Description
If you are like most people, you will enter retirement with substantial savings - assets from your retirement plan at work, your investment portfolio, and money in the bank.

The question is: what do you do with all of it? How do you convert these assets into an income stream? Do you just fill out some paperwork, head home and relax? Not quite!

It takes planning to retire comfortably. This is because of an inescapable truth: every financial decision you make carries a tax consequence.

So, to retire comfortably, you have to plan to make the financial moves that will help maximize the benefits from your investments and potentially minimize the taxes. Mike can show you what those moves are. Moreover, he can tell you what you are not doing that you should be doing.
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Tax-Efficient Planning
Tax-Efficient Planning
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