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March 12, 2024 8 mins

As tax season unfolds, many individuals are grappling with ways to minimize their tax burden and maximize their retirement income. Kevin sheds light on innovative tax reduction strategies that could potentially save retirees thousands of dollars annually. 

In addition to tax planning, healthcare expenses loom large on the retirement horizon. With healthcare costs skyrocketing, retirees are confronted with the daunting reality of funding medical needs in retirement. Kevin breaks down the latest statistics, revealing the staggering amount required to cover medical expenses during retirement. Gain valuable insights into crafting a comprehensive retirement plan that addresses healthcare costs, including the role of long-term care insurance and hybrid life insurance policies.

Call Kevin today for your Custom Tax Plan!  

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