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The new tax law changes open a number of tax-planning opportunities for individuals and businesses, especially those that have pre-tax dollars in retirement accounts such as an IRA, 401k or 457 plan.  We'll look at ways to withdraw assets from retirement accounts that may lessen your tax bill and also open up other planning opportunities.

Click here to Register


For more information, please contact:

Sev Meneshian CFP®
Director of Financial Planning

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