Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
What role would taxes play in your investment decisions?
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.