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Complimentary
Online RetirementTAX MasterClass
Your Session Begins Promptly On Wednesday at 6:30PM
Learn About TAX Strategies To Help:
• MAXIMIZE Your Retirement INCOME
• MAXIMIZE Your Portfolio GROWTH
• MAXIMIZE Your Social Security INCOME
• MAXIMIZE INCOME For A Surviving Spouse
• MAXIMIZE PORTFOLIO TRANSFER To Your Family Heirs
• AND Much, Much MORE
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In This
RETIREMENT TAX MASTERCLASS You Will Learn MORE!
We will open the door to one of the most overlooked pillars of Retirement Planning!
We will teach you the importance of looking forward when it comes to YOUR lifetime retirement TAXES and demonstrate the value added from deploying tax-saving strategies for…
•Withdrawing money from your IRA, 401K, and other tax-deferred accounts.
•Social security income.
•Investment income.
•Required minimum distributions (RMDs)
•AND Five Additional TAX Saving Opportunities For YOUR Retirement Planning.
Please Preview The Six Objectives Covered In Our Masterclass
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The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation for each individual or family and should be considered before engaging in any transaction.