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Do You Have a "Tax in Advance" Retirement Strategy?

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Tax day may be behind us, but your tax strategy should be evolving year round. Jackie details the importance of a "tax in advance" strategy and how it could benefit your portfolio. 

For more information or to schedule a consultation call 727-334-0024 or visit www.mycampbellandco.com 

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Beyond the Money

Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth A 
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