Tax Efficient Retirement Planning: Tax Planning and Sequencing Opportunities

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Presented by Doug Ewing, JD, CFP, RICP
Available in all states except HI, NJ, NY, TX, VA, and WA
Intended for CFP, CFFP, CPE, CIMA, CLU

Overview of tax basics as it pertains to retirement as well as planning opportunities and sequencing strategies for retirement income.