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Tax Investing Around Election Cycles
Manage episode 416827759 series 3480568
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Running out of money during retirement is the concern that consistently ranks as the No. 1 fear of retirees. John Watson, from dpl Financial Partners, shares his holistic approach to financial planning using a time proven combination of managed assets, annuities, income and protection strategies. Other topics include effects of the 2017 Tax Cut & Jobs Act scheduled, pending Congressional action, to sunset soon in addtion to standard deductions that are also in jeopardy.
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