Tax Planning


July 13, 2017 4 Ways to Lower Your Retirement Account Tax Bill

Right up front, I want to make it clear that I’m not an accountant. No one except an expert in tax law should have the final say about your tax …

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April 13, 2017 3 States with Low Taxes for Retirees

In order to save money on taxes, would you consider moving to a less expensive state? Lots of our clients do. But where might you go? When it comes …

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