Taxes are one of the largest expenses that many retirees have. This coupled with an all-time high national debt makes tax planning more important than ever. This checklist is designed to help pre-retirees avoid unnecessary taxes.
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Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. Our financial advisors provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment management, retirement planning, estate planning, and tax minimization.