Economics Matters with Laurence Kotlikoff cover image

A Tip on TIPS with the Brilliant Allan Roth

Economics Matters with Laurence Kotlikoff

CHAPTER

Navigating Tax Complexity and Financial Planning with Maxify Tool

Explore the intricate world of tax-related financial planning, including strategies for long-term capital gains and investment diversification. Learn about the innovative Maxify tool, designed to offer data-driven insights for optimizing both current spending and retirement plans, while addressing the complexities of managing investments in a tax-efficient manner.

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