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Tax strategies

Understanding your taxes is probably more important when you retire than any other time in your life, because it can reduce your lifetime income significantly if not handled correctly. We work with experienced accountants and tax professionals who help you better understand your taxes and how retirement and financial decisions can affect you and your taxes.

Do you have questions about your taxes in retirement?

Sarasota Wealth and Tax Advisory is here to help! Fill out the form below and one of our seasoned financial professionals will be in touch soon:

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