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Tax Planning, Pre- and Post-retirement

Tax planning is complicated before and after retirement. Many factors must be considered and we are fortunate at Bartlett Wealth Management to have tax experts on our collaborative team. Stock gains and losses, tax cuts or increases, deductions, dividends and/or capital gains or losses, corporate taxes, new laws, and death can all affect your taxes. It is a crucial element of our services to address the issues that can impact your financial situation and to review your financial plan yearly.