The Retirement Tax Podcast

One of you is going to die first, Ep.51


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In this episode Ben and Steven give a preview of the upcoming live webinar on October 25th centered around planning for the inevitable passing of the first spouse. It may not be a fun topic to think about but there are a lot of important planning considerations when it comes to your life and legacy. From how your tax situation will immediately change to proactively disclaiming assets our hosts share valuable insight and an invitation to join a live session to learn even more.

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The Retirement Tax PodcastBy Steven Jarvis and Benjamin Brandt

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