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Tax planning for retirement: 3 factors to consider

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Five financial team members of Richardson Private Wealth Advisors sit in a cozy lobby of their office and smile for a photo.

The team at Richardson Private Wealth Advisors has been working with locals on their financial journeys for over three decades.

Photo by Jared Caldwell with New Depth Creations

Building a recession-proof retirement plan means more than just saving monthly. Long-term strategies are key to making your wealth last.

If you have questions about:

  • How tax laws impact various income sources
  • How to best distribute your assets across the “tax control triangle” (think: taxable, tax-free, and tax-deferred)
  • Most effective tactics for preserving wealth over decades of retirement

— Consider attending Richardson Private Wealth Advisors’ free tax retirement seminar, taking place on Wednesday, Sept. 10.

Register for free, or see where you stand with their pre-retirement planning checklist.

Set yourself up for success

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