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4min chapter
“The Retirement Planning Guidebook” with Dr. Wade Pfau
Retirement Tax Services Podcast
Strategic Tax Planning and Long-term Income Variation in Financial Advisory
Exploring the strategic tax planning differences between CPAs and financial advisors, advocating for a long-term approach to managing taxes for maximum asset benefits. The chapter stresses the importance of collaborating with forward-thinking CPAs for comprehensive tax advice and income strategy planning.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode