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Kiplinger
Kiplinger
Business
Tony Kure, CFP®

The Golden Window: A Top Tax Strategy for the Right Retirees

Social Security Medicare capital gains
The sunrise shines through a window that has flowers on the sill. .

For retirees, tax planning presents unique financial challenges and opportunities. Among these opportunities is what financial experts call the "Golden Window" of tax planning — a critical period for retirees to make strategic moves that can significantly reduce their lifetime tax liability and set them up for long-term financial success.

What is the Golden Window?

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