Madrina Molly ™
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Your CPA is responsible for the taxes that matter this year. And most people are satisfied with an accountant who can minimize their taxes. But what about taxes in 10 years … or 20 years … or 30? Who minimizes those? That’s where you need to think ahead.
09:13 AM - Apr 15, 2024
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Madrina Molly ™
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And that’s the work of your financial planning team.
I’m going to share two ideas with you:
· Tax diversification for retirement income planning
· Asset location to get the most growth with the least tax penalty from your portfolio.
09:13 AM - Apr 15, 2024
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