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Tax-Efficient Retirement Income

You may have heard, "It's not what you earn, it's what you keep." No truer words have been said, especially when it comes to retirement planning. Using tax-efficient solutions and optimizing the sequence of withdrawals can improve the longevity of retirement income sources. This program teaches current strategies available to retirees and near retirees. 

Tax Efficient Retirement Strategies slides.pdf

When I can be of service to you and your family, send an email to fran@catalystwealthplanning.com or use my online calendar to schedule an introductory phone call.