What do impulse buys at Target and retirement taxes have in common? More than you think. In this episode, Gary Garland breaks down how to avoid “impulse tax payments” by planning smarter. From Roth conversions and Social Security strategies to capital gains and market volatility, Gary explains how to take control of your retirement income and minimize surprises. Whether you're worried about rising taxes or uncertain markets, this episode offers practical ways to protect your gains and your peace of mind.

Come to the next First Friday in the Integrated Wealth Solutions education center and meet Gary and the team. There is light food and drinks at this complimentary happy hour event from 3-5:30 p.m. on July 11th. Call the office or email [email protected] to learn more.

Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.

Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email [email protected] or send Integrated Wealth Solutions a message on Facebook!

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