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Podcast: Success in the New Retirement
Episode: Why a Tax Strategy is More Important Than a Tax Plan
Description: Damon Roberts and Matt Deaton discuss the progression of doing your taxes. We started with help from our parents, then we got professional help, now as we reach a new bracket it may be time to begin a tax strategy. Plus, what happens when you combine taxes with a spouse and one passes away? For more information on Acute Wealth Advisors or to schedule a consultation, visit www.successinthenewretirement.com See omnystudio.com/listener for privacy information.