Maximize Your Year-End Tax Strategy
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このコンテンツについて
In this episode of Money Made Modern, Sheridan Murphy discusses the critical importance of year-end tax planning for retirees, emphasizing the need to make smart tax moves before December 31st. The conversation transitions into understanding retirement income needs, highlighting that there is no one-size-fits-all answer to how much money is needed for retirement. The discussion then shifts to navigating the overwhelming financial news cycle and the emotional impact it has on investment decisions. Finally, real-life scenarios illustrate the importance of having a formal income plan and being proactive in retirement planning.
If you would like more information Call Sheridan Murphy and his team 800-910-6286 or click here to visit our website.
Retirement, Planning, 401K, Insurance, Annuity, 401k, IRA, Taxes, Healthcare,
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