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Published by AdvisorPerspectives on November 8, 2021 [View]
Income Discovery’s Chief Analytics Officer, Stephan Granitz, wrote a guest contribution to AdvisorPerspectives.com detailing while an individual is working, taxes are primarily determined by their salary with only minor control by an advisor. However, once they transition into retirement, their advisor becomes a tax conductor, orchestrating timing and sourcing of cash flows and disbursals to maximize their safe, post-tax spending.
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