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July 2024 Newsletter

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A strategy that minimizes income taxes over a long retirement can help you stretch and keep more of your money.

Planning for retirement can be both exciting and, well, not so much. Envisioning where you want to live and the places you want to visit is a satisfying aspect of retirement planning. Contemplating taxes in retirement is not as thrilling.

Nevertheless, paying attention to taxes can have a significant impact on your ability to live the lifestyle you want in retirement. Having a strategy that minimizes your income taxes over the course of a long retirement can help you stretch your money— and keep more of it.

Balancing your need for both savings growth and reliable income is also a critical part of a retirement income plan.

To read more click here. 

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