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Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

Documents, Documents, Documents/Taxes and Retirement (July 1, 2023)

Truth in Planning

July 1, 202341m 27s

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Show Notes

Kevin Tharpe discusses the importance of documents to your estate plan ... what's needed, and what's safe to share. Gary Anderson addresses how to handle taxable income as you approach and enjoy retirement.