RETIREMENT

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It’s official – you’ve reached retirement. If you’re like many retirees, you’ve been spending your working years growing your nest egg, preparing for a comfortable retirement.

Yet, if you fail to devise a tax strategy, you may limit portions of the retirement savings you KEEP.

When you’re no longer working, you may have some control over how much income you pay yourself. Efficiently maximizing your income sources and managing the tax bracket you’ll fall into are important considerations.

Taxes are complicated – and the reality is that most retirees need help managing their retirement savings in a tax-efficient manner. If you don’t seek the help of a financial services professional, you risk falling victim to any number of retirement blunders.

Minimize your taxes and maximize what you KEEP.

TO SCHEDULE YOUR APPOINTMENT PLEASE CALL 704-490-4111 


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