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WCI #349: Is Over Contributing to Your 403(b) Ever a Good Idea?

White Coat Investor Podcast

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Managing Expectations and Proactive Tax Advice

The chapter discusses the issue of managing expectations when it comes to tax professionals and emphasizes the importance of proactive tax advice throughout the year. It highlights the significance of finding someone who knows your situation and goals, rather than solely relying on the preparation of the return. The chapter also emphasizes that saving taxes is about living your financial life differently.

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