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Eric Heckman, CFP®, ChFC®, CLU®, CRTP

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0 karma0 postsjoined 5 days ago

I'm a Financial Planner: This Is the Crucial Tax Planning Difference That Can Help Save Your Retirement Nest Egg

🌐 kiplinger.comSource

Shifting from tax preparation to tax planning can help you strategically time Roth conversions and avoid Social Security taxes or Medicare surcharges.

#kiplinger#taxes#help#income#retirement#plan#article#ama
5 days ago