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  • Kiplinger

    How Proactive Tax Planning Can Rescue Your Retirement

    by David Lukas, Investment Adviser Representative Apr 23, 2022 3 minutes

    If I were to ask how much you’ve saved in your IRA, 401(k) or similar retirement plan, my guess is you could come pretty close to telling me your account’s current balance.

    But what if I asked you how much you can expect to pay in taxes on that money throughout your retirement? You would likely have no idea.

    And that isn’t unusual. Americans often make the mistake of focusing too narrowly on their account’s investment returns while giving little attention to tax planning.

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