• Finding a Sweet Spot in Your Tax Strategy

  • Apr 23 2024
  • Length: 15 mins
  • Podcast
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Finding a Sweet Spot in Your Tax Strategy

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  • Summary

  • How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

    For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com

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