Jacksonville’s Retirement Coach with Adam WolfJacksonville’s Retirement Coach with Adam Wolf

Year-end tax planning

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Jacksonville’s Retirement Coach with Adam Wolf

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam Wolf of Wolf Retirement Navigation is stepping up 
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Adam Wolf defines to co-host Doug Turnbull what year-end tax planning is. Adam explains maximizing Roth IRA contributions, converting certain accounts into Roths by the end of the year, taking required minimum distributions (RMDs), and tax-loss harvesting. Adam also talks about his Thanksgiving plans and Jacksonville’s major “Tony’s Turkey Trot” run that raises money for those affecting by traumatic brain injuries. Runners can sign up for the annual fundraiser here.

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  1. Jacksonville’s Retirement Coach with Adam Wolf

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Jacksonville’s Retirement Coach with Adam Wolf

Every retirement needs a successful game plan. Every successful game plan needs a strong coach. Adam 
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