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Retirement Planning

Tax-Efficient Retirement Income 700 350 sgi@smithgroupinc.com

Tax-Efficient Retirement Income

Help clients comprehend how their income sources interact to affect their taxes, and how planning now can help control taxes later.

Protected Income in Retirement 700 350 sgi@smithgroupinc.com

Protected Income in Retirement

This video can help you address your clients’ risk of outliving their retirement.