Three Valuable Tax Planning Opportunities For Executives Nearing Retirement

By Charles J. Lewandowski CFP® | August 30, 2024

Retiring? – Have You Thought About Taxes? If you’re a well-compensated executive or business owner thinking of retiring in the next 3 to 5 years, there are several commonly missed tax planning opportunities that you should consider now to possibly enhance your retirement income and savings. I’m Chuck Lewandowski, CERTIFIED FINANCIAL PLANNER™ professional and I…

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