Episode notes
Need help in retirement or want free resources? Go here: www.RiseInRetirement.com
Ted and Diane thought they did everything right. With $2 million saved and ready to retire at 65 and 63, they were set to enjoy their golden years. But one critical oversight turned their retirement dream into a financial nightmare. Learn how a simple misunderstanding about tax planning can derail even the most carefully crafted retirement strategy. Discover the crucial difference between tax preparation and true tax planning before it's too late.
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