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Advanced Personal Financial Planning Conference 2016

11 - Tax Strategies for Retirees


Jan 18, 2016 1:35pm ‐ Jan 18, 2016 2:50pm


Description

Tax planning has likely been an activity you’ve been doing for many years with your working clients. How many times after someone retires, sells their business or decreases ordinary income do you stop proactive planning? Learn:
• Why planning should continue into retirement
• What tax attributes are the focus for someone no longer working at their original career
• How you can grow your practice with proactive planning for retirees
• What other factors you need to know to effectively service this area

Speaker(s):

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