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Year-End Tax Planning: How the New Tax Bill Affects You

With the holiday season in full motion, many investors are thinking of the year in review. On today’s Lifetime Income podcast, Jim and John discuss the moves you should consider making before the end of the year. They discuss at length how the tax bill is affecting many families who are planning their finances for the end of the year and beyond. For our case study, see how three couples weigh their options in considering the tax reform's influence on their state of residence in “How Will the GOP Tax Reform Affect You.” View the embedded file below or see PDF here..

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