Turn Tax Time Into a Retirement Advantage
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Turn Tax Time Into a Retirement Advantage
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About this listen
A surprising retirement strategy could turn a required tax burden into a powerful wealth‑building opportunity. On this episode, Steve Anzuoni breaks down proactive tax planning, smart RMD moves, and a little‑known way retirees can create tax‑free legacy dollars for their families. Jessica Forkel guides the conversation as they explore why couples should tackle money decisions together, how Social Security really fits into retirement income, and where annuities may help fill long‑term income gaps. It's a practical, clear‑eyed look at building stability and confidence in retirement.
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