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Your clients may have been very good at saving for retirement. But they may need your help making a plan for how to make their money last through retirement. You can help them by developing a retirement income plan. Here are three key things to consider.
Not enough attention is given to taxes paid by retirees. You can help your clients boost their retirement income and preserve their legacies by taking steps now to minimize taxes paid in years to come. Consider these three strategies.
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