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Your Retirement Playbook


Sep 24, 2021

Timing is everything but so is action. Learn how to engage in tax planning before it's too late.

Think of tax planning as Annie Duke calls a freeroll. A freeroll is a great decision-making tool because the downside cost is very minimal compared to the potential rewards. Yes, there is time, energy, and perhaps a consulting fee involved, but the upside can be huge if you do it. You may waste a couple of hours of your life. Or, you might find a step or two that can save you thousands or even more over time.

 

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