Ready, Set, Retire!Ready, Set, Retire!

Mastering Tax Planning for a Secure Future

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In this episode, Steve discusses the critical differences between tax filing and tax planning, emphasizing the importance of proactive financial strategies. They explore how recent political changes may affect financial decisions, stressing the need to focus on controllable factors. The conversation also delves into the often misunderstood world of annuities, explaining their types, benefits, and how they can serve as a reliable income source in retirement.

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  1. Ready, Set, Retire!

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Ready, Set, Retire!

Planning for retirement is not a guessing game. Now is the time to plan! What have you done to prote 
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