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An easy-to-read retirement planning newsletter (written by us) filled with thought-provoking, “aha” moments. Our goal is to share with you little pieces of knowledge in each issue.

From time to time, we may also deliver timely and relevant insights on current market events and trends from industry experts with evidenced-based investing principles and research.

It’s free. It’s useful. And, we hope it’s far more interesting than whatever you have been reading up until now.

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Why do I want a tax planning cheat sheet?

There are very few financial matters that are not, in some way, tax-related.

Diligent tax planning will probably represent the most significant source of savings for you each year. Every tax dollar saved is another dollar you can put toward things you want to do.

This tax planning cheat sheet serves as a convenient reference guide in making smarter tax planning decisions with your money.