How to Plan for a Tax-Efficient Retirement? Part 2

The Retirement Guide / Retirement Planning Education

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In this episode of "The Retirement Guide" with George Jameson, CFP®, MBA, we dive into Part 2 of "How to Plan for Taxes in Retirement: The Retirement Opportunity Zone Age 55 - 75." Explore key ages and milestones from 55 to 75, discovering tax planning opportunities and potential savings. Don't miss this comprehensive guide to securing a tax-efficient retirement.

Listen to the full episode on "The Retirement Guide" podcast with George Jameson, available now.

Welcome to "The Retirement Guide" Podcast! I'm your host George Jameson, owner of Capital Wealth Group, a Fee Only Advisory firm. Whether you’re nearing retirement or already retired, Join me each week as we explore the world of retirement planning and equip you with the knowledge and tools you need for a successful retirement.

Thank you for tuning in to this episode of The Retirement Guide. If you enjoyed this episode, please subscribe & leave a review. If you'd like a free 30-minute retirement review, visit our website at www.capitalwealthplan.com to schedule.
This is for education only.It is not tax, legal, or investment advice. Before acting on any information consult your tax, legal, or investment advisor.

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