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Evan T. Beach, CFP®, AWMA®

3 Year-End Tax Strategies for Retirees With $2 Million to $10 Million

(Image credit: Getty Images)

I swore I would never write another column specific to one piece of legislation because of its short shelf life in the ever-changing political landscape. However …

There were enough changes in the planning strategies stemming from the One Big Beautiful Bill (expect a cosmetic name change before the midterms) that I thought it would be a disservice to leave my followers in the dark.

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