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Your Retirement Taxes Are Changing—Are You Ready?
A hidden tax break could reshape the way retirees manage their income—and most people don’t even know it exists. On this episode, David Gagnon breaks down the new $6,000 senior deduction, why tax planning matters more than tax filing, and how proactive strategies like Roth conversions and income sequencing can protect long‑term retirement wealth. You’ll also hear real client examples, longevity considerations, and how to build a flexible, forward‑looking retirement plan that adapts to changing laws, markets, and life events.
Help Protect, Preserve, and Expand Your Wealth TODAY!
Follow us on Social Media: Facebook and LinkedIn!
See omnystudio.com/listener for privacy information.
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By David GagnonA hidden tax break could reshape the way retirees manage their income—and most people don’t even know it exists. On this episode, David Gagnon breaks down the new $6,000 senior deduction, why tax planning matters more than tax filing, and how proactive strategies like Roth conversions and income sequencing can protect long‑term retirement wealth. You’ll also hear real client examples, longevity considerations, and how to build a flexible, forward‑looking retirement plan that adapts to changing laws, markets, and life events.
Help Protect, Preserve, and Expand Your Wealth TODAY!
Follow us on Social Media: Facebook and LinkedIn!
See omnystudio.com/listener for privacy information.