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Advanced Tax Planning Strategies in Retirement

 

This seminar will teach you how to critically evaluate your retirement strategies from a taxation standpoint. 

 

Hundreds of thousands of dollars are on the line in retirement, and you can't get them back. Don't make the unnecessary mistakes so many others have.

 

Know exactly:

 

  • Which strategies to implement

  • How to shelter your income

  • How to time your withdrawals of income

  • How to maximize income and reduce or eliminate future taxes

 

Presented by: Dave Anthony CFP® RMA™

Duration: 56 minutes

 

Fill out the form to get instant access to this free seminar.

On-Demand Seminar

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Utah HEADQUARTERS

(435) 657-2436

dave@optimaltaxplan.com

345 W. 600 S. #115

Heber City, UT 84032

 

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