What is the greatest expense you and I will have over the course of our lifetimes? For most of us, it’s our income taxes. Tax planning is a critical component of a successful financial plan, especially in retirement. As we all know, it’s not how much you make, it’s how much you get to keep. As we move through 2021 and beyond, the ability to effectively plan amidst what is likely to be a changing tax environment will become more critical than ever.
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