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6min chapter
Important Mid-Year Financial Considerations
Rethink Your Money
Navigating Tax Changes for Retirement Planning
This chapter explores upcoming tax bracket changes and their implications for mass affluent taxpayers, particularly as they prepare for retirement. It emphasizes the importance of strategic financial planning and tax-efficient withdrawal strategies to minimize future tax burdens.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode