How to develop a retirement income plan and avoid paying unnecessary and costly taxes to better protect your nest egg. Realistic advice from someone who does this for clients daily.

Advanced strategies for those in their 50’s, 60’s, and 70’s.

Learn unique insights you may not have considered for your own retirement:

  • The tax traps of social security
  • The tax traps of medicare
  • Why you must plan how and when you use your taxable, tax-deferred, and tax-free assets

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