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2:03
YouTube
Joe F. Schmitz Jr. CFP® CKA®
Smart Tax & Retirement Strategies You Need Now
One of the biggest mistakes retirees make is overlooking the Widow’s Penalty. When one spouse passes away, taxes can nearly double, and Social Security income drops — leaving families with less income and higher expenses. That’s why it’s so important to put smart planning strategies in place now. 📞 Schedule a call with our team ...
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