Smart retirement planning isn’t just about investing, it’s about keeping more of what you’ve worked so hard to earn. Step three of the Fundamental Retirement Plan is all about tax planning and it could save you thousands.
Specifically, we are going to discuss:
- The difference between tax planning and tax advice
- Common strategies we develop for retirees
- Tax planning for incorporated professionals and business owners.
- The key benefits of tax planning, other than reducing your tax bill
- Our two most impactful client value adds
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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