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Beyond April 15th: The Power of Tax Planning for Retirees

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How many times will your retirement savings be taxed before you get to enjoy them? Financial advisor Jon Hicks exposes the hidden costs of poor tax planning and explains why proactive strategies matter more than ever. From asset allocation to estate trusts, discover how understanding the difference between tax preparation and tax planning can safeguard your wealth for generations. Tune in for practical insights that help you navigate the complexities of retirement taxes.

 

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The Retirement Solution

The Retirement Solution podcast with Jon Hicks is your irreverent, in-your-face, and inspiring guide 
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