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Tax Control

taxes in retirement

Taxes in Retirement Webinar

Taxes may represent your greatest retirement risk, slashing spendable income and possibly increasing the chances of running out of money too soon. Dig into our taxes in retirement webinar, learn what risks you face and what tax control tactics –…
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Advanced Tax Control Webinar

High and growing taxes probably represent one of the greatest threats to your wealth, retirement freedom, and financial security. Click in for our informative video class on smart tax and how to use tax law to legally reduce taxes and…
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Super 401K Tax Webinar

We were asked to develop a video class for physicians on the “super 401k” concept, which works just as well for non-health care business owners with the right tax profile. Regular 401(k)s are part of a tax-deductible retirement plan class…
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The Challenges and Risks of E-Filing Tax Returns

Electronic filing of tax returns, while convenient for many taxpayers, poses significant challenges and risks that are often overlooked. Despite its widespread use, e-filing is vulnerable to cyberattacks and can be less forgiving for taxpayers compared to traditional paper filing…
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