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Episode 11 – The Clock is Ticking: Regain Control of Your Tax Bill

Nov 10, 2022

Dana and Brad discuss how it’s possible to determine how much of your assets are vulnerable to a tax increase by the help of a professional. They also explain how the clock is ticking to save on taxes before the tax law changes again.

  • How to best utilize a Non-Deductible IRA
  • Brad explains in detail the process of meeting with a Financial Advisor

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Are You Paying Too Much In Taxes In Retirement?