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I will help you consider possible tax planning strategies to potentially reduce the taxes you will pay over the course of your life, such as:
Considering Roth versus Traditional IRA Contributions
Considering Roth Conversions
Charitable Giving Strategies, such as Donor Advised Funds
Retirement Distribution Planning
I will also gladly work with your CPA or accountant to coordinate all of this for you.
To learn more about how tax planning may improve your financial outcomes, book a complimentary, no-pressure meeting below.
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