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Jake Safane

3 Tax Breaks Upper-Class Retirees Take Advantage Of

Jay Zigmont capital gains

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Wealthy retirees often have a significant incentive to find tax breaks, given that they could face substantial tax bills without careful planning. But it’s not about finding secret loopholes.

“The rules in general are the same for everyone. The difference is how you apply them,” said Jay Zigmont, Ph.D., certified financial planner (CFP) and founder of Childfree Trust.

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