Unlocking the Hidden Retirement Goldmine…Tax Preparation vs. Tax Planning


You want to pay less in taxes. But did you know that during retirement, you CAN control that?  Retirement is when you have the most control over how much you pay.  All it takes are some simple tax-planning strategies – steps you can take today – that we’ll be sharing during a special edition of Retirement Solutions Radio,

“Unlocking the Hidden Retirement Goldmine…Tax Preparation vs. Tax Planning”

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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services. To see a list of services please visit us at bossretirement.com/services.

This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.

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