Tax Diversification For Your Legacy Plan
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Tax Diversification For Your Legacy Plan
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All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should they use it? Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
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