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Be S.M.A.R.T
Saving More After Retirement Taxes

Thoughtful tax planning around your investments
can help you keep more of your retirement savings!

Without a comprehensive tax strategy in place, many retirees may pay 3x more in taxes* than they need to. For decades, your focus has likely been on building your nest egg and saving wealth so that you can live comfortably in retirement. However, if this is all your retirement plan entails, it is flawed. Because it is not just about how much you have saved for retirement, it is also about how much of that wealth you get to keep after taxes. An optimal retirement plan utilizes tax savings strategies and helps to ensure that you are not paying more than you need to in taxes.

Educational Insights

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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