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15 Minutes of Finance

2 Gents 2 Cents: Incorporating tax strategy into your retirement account

02 Oct 2024

Description

Send us a textBrandon West, CPA and James Walters, CRPC discuss weekly topics surrounding personal finance, small businesses, investing, tax strategy, and retirement planning. In this episode we discuss the often "false promise" of creating tax sheltered income in retirement. Learn when it IS important to incorporate tax strategy into your investments and the imapct it can make!

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