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We recognize your clients may be uncertain about managing their retirement assets during this period of economic and market volatility. Trying to plan for tax efficiency on top of that can add unneeded stress.
Managing the impact of taxes
Use our Section 7702 tax flyer with your clients to discuss the changing tax rates and positioning their retirement assets in the three different types of tax buckets:
- Tax-deferred accounts
- Taxable holdings
- Those generating tax-free income at retirement
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