[CB3] DEPRECATED - Tertiary Banner
Incorporating Tax Planning into Retirement Income Planning
A discussion on why knowledge in tax planning is critical to a retirement planning practice.
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Jeff Levine, CPA/PFS, CFP®, director of advisor education at Kitces.com joins David Littell JD, ChFC®, for a discussion on incorporating tax planning into a retirement income planning practice.
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Ambassadors Share Retirement Planning Insights at FinServe Summit
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