Q4 2022 Market Update from Merriman CIO, Kristi de Grys
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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...
Register here
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Additional Online Resources
Quarter in Review: Q4 2022 Market Update
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Take Advantage of New Tax Adjustments in Planning for 2023!
Tax adjustments happen every year, but this provides an excellent opportunity to review and plan for a better personal tax situation for 2023. Let’s take a look at the changes!
The Appeal of Becoming a Snowbird
Tired of the gray skies and rain? Have you considered being a snowbird? Once a term associated with retired, older adults who really feel the sting of a brisk winter, these days the life of a snowbird can be just as appealing to younger people, especially those with flexible career options.
