January 29, 2024 – It's that time of the year again when we as taxpayers must settle up with Uncle Sam. In today's Lifetime Planning segment, we look at the good news, bad news, and various ways people can maximize the tax efficiency of their income, assets, and investments. As always, if you'd like to speak with us directly, feel free to give us a call at (888) 486-3939 or send us a message on our Contact Us page.
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