Developing a tax strategy well in advance of retirement is extremely important because it helps you get your assets allocated in a way consistent with your future goals. Each year that goes by that you're not taking advantage of allocating those assets in a manner consistent with your future goals is an opportunity that you can't go into the past and get back. Get started on this early and you will not regret it. We hope you enjoy our blog this month and hope you get some good ideas on how to start preparing your tax minimization strategy well in advance of retirement.

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DISCLAIMER: The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All investing involves risk including loss of principal. No strategy assures success or protects against loss.