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Financial Planning Strategies Through a Tax-IntelligentLens

Steven Buchanan, CPA/PFS, MBA

Monday, July 10, 2023

Forty years ago, a CPA who felt his clients weren’t getting the investment advice they needed founded a revolutionary new firm that uses tax information to identify substantial opportunities and vulnerabilities to help maximize...

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...