Avoid Higher Taxes with a Proactive Tax Plan [Video]

Learn how proactive tax strategies can save you money and prevent unintended financial consequences.

– Importance of implementing a proactive tax plan.
– Consequences of delaying tax planning past December 31.
– Current tax rate environment and upcoming changes.
– Real-life example: family affected by RMDs.
– Impact of increased Medicare premiums due to IRMAA.

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit – https://bit.ly/3zRa1uq

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Clint Huntrods, CERTIFIED FINANCIAL FIDUCIARY®, PhD, Retirement Planner
https://merkleretirementplanning.com/staff-members/clint-huntrods/

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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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