• A Tax Planning Checklist

  • Jan 9 2025
  • Length: 10 mins
  • Podcast

A Tax Planning Checklist

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  • Summary

  • Taxes could be one of your largest expenses in retirement. In this episode, we dissect important actions to help you optimize the efficiency of your retirement strategy and identify key items that should be on your end-of-year tax planning checklist.

    Visit us at havenfinancialgroup.com to learn more or to schedule a complimentary review of your financial situation today!
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