This guide will help your clients save money and make smarter decisions during their retirement.
It provides answers to questions regarding the most common tax deductions available during retirement, including how to take tax efficient withdrawals from a retirement portfolio and how to take advantage of the Internal Revenue Code so your clients live these next years to the fullest.
Some of the more puzzling rules relating to Social Security like the Hold-harmless Provision will be explained so your clients can understand how they might be impacted.
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