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Quarterly Perspective - Vol. 29 No. 4

Newsletters
Fall 2021 The Energy Sector – Will Williams Alternative Thinking – ​​​​​​​ Brian Christensen, CFA Build Back Better Act – ​​​​​​​ Jeff Huizenga , CFP ®, ChFC, MSFS ® Continue...

5 Tax Planning Tips for Retirees

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Taxes
There’s a common misconception that when you retire, your tax bills shrink, your tax returns become simpler and tax planning is a thing of the past. That may be true for some, but...