Tax Planning for Retirees

Critical Element of the Week: Tax Planning
This Week's Focus: Tax Planning for Retirees

Elements in Focus – June 20, 2025
Presented by: Grant Soliven, AIF®, and Grant Thompson, CFP®

#FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning #LifeAfterWork #taxstrategy #taxmanagement #retirement #retirementplanning #taxsavingtips

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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