Beyond the Money

Taking Advantage of The Retirement Sweet Spot


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They call it the retirement “sweet spot.”  Is the time after you retire but before you have to start taking RMDs. That’s when you have more flexibility to control your retirement taxes.  Jackie and Monica detail how to use that sweet spot to your advantage and discuss the things you can do now that might help manage those tax obligations. 

For more information on Campbell and Company or to schedule a consultation, visit www.mycampbellandco.com 

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Beyond the MoneyBy Jackie Campbell

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