The Road to a Tax-Savvy Retirement

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The Road to a Tax-Savvy Retirement

If you are in or near retirement, you already know that planning for financial security can be hard. But did you know that taxes could potentially decimate all your hard work? In our live webinar for adults aged 55 and older, you will learn:

  • What the rising US National Debt can mean for your retirement
  • Strategies designed to shield your hard-earned money from rising tax rates
  • A little-known “Roth secret” that can potentially create tax-free income for your family
  • And much more...
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You’ve Decided to Donate – Now What?

There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.

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