Wealth-Building Made Simple

Advanced Planning: A strategy for reducing taxes when inheriting an annuity


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Other topics with Alison Reiff-Martin 
Preparing for the September 15th quarterly tax deadline
Advanced planning idea sessions sponsors: Jon Thurmond (Axis Financial) and Alison Reiff-Martin (ReiffMartin CPA)
 
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Wealth-Building Made SimpleBy Phillip Washington Jr.

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