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Regardless of how far away you are from retirement, you can be taking steps now to save possibly many thousands of dollars on taxes over your lifetime.
Daniel V. Estenson CFP®, AIF® | Posted:
Employers that offer work retirement plans to their employees, such as 401(k) or profit sharing plans, have certain responsibilities associated with the management of the plan – referred to as fiduciary responsibilities.
Understanding Social Security and the various claiming strategies can certainly be complex, and the difference between understanding your options and not understanding your options can result in leaving thousands of dollars laying on the table.