Success in the New RetirementSuccess in the New Retirement

Finding a Sweet Spot in Your Tax Strategy

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How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

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  1. Success in the New Retirement

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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