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Secure your future! Tax-Efficient Planning for your later years!

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As we age, managing various income sources like Social Security, investments, and rental income becomes crucial. Plus, navigating Required Minimum Distributions (RMDs) adds another layer of complexity to our tax responsibilities. Want to learn how to effectively allocate your funds and prepare for your retirement?

Join our seminar where we'll dive into strategies for optimizing your retirement income, maximizing deductions, and minimizing tax burdens. Whether you're nearing retirement or just starting to plan, this event is a must-attend. Don't miss out on securing your financial future!

0630 Irvine_EN_RMD-1

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