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A key component to a solid retirement 

Tax Planning 

Often overlooked by individuals, forward tax planning can be one of the most important aspects of a solid retirement plan.  There are several things to consider before embarking on a forward tax plan, but with the help of your tax preparer, we will work on your behalf to figure out if this benefits you.  In retirement, taxes can sometimes be one of the areas that can be controlled strategically year by year. Ignoring tax planning opportunities or being unsure of your future taxes can be an unpleasant surprise in retirement.   

Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.  

 

NewEdge Advisors, LLC (“NewEdge Advisors”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where NewEdge Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by NewEdge Advisors unless a client service agreement is in place.  

 

The content of this website is developed from resources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding our individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

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