The decisions you make in retirement (and before) impact your lifetime tax bill. For example, the above couple with $1,000,000 in retirement resources could benefit from a review of their options and best course of action.

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I am able to review dozens of different strategies to allow you to make an informed decision.

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For reference, our retiree above could save over $300,000 in lifetime taxes with some planning. Their Legacy value would also increase by $250,000 with this tax planning.