Get Started Now: Your Retirement and Tax Questions Answered
As you approach retirement, several questions often arise. I’m here to help answer them, including:
- Assessing your readiness for retirement
- Creating tax-efficient strategies for retirement income
- Avoiding Social Security tax issues and Medicare pitfalls
- Timing your Social Security claims for maximum benefits
- Navigating Medicare decisions
- Evaluating if your investment strategy aligns with retirement goals
Book your free 15-minute intro call with me today to start making your retirement dreams a reality. You can also reach us at 469-423-1989 or email joe@worthassetmgmt.com.
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LOCATION
16660 Dallas Parkway,
Suite 1000 Dallas,
TX 75248-2653 -
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