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Tax Planning

The less money you pay in taxes, the more you have to devote toward your financial goals. A big part of financial planning is tax planning, which can help you make the most of tax-advantaged savings opportunities and tax breaks, as well as help you manage your income and withdrawals to minimize the tax consequences.

Tax Tips for Your Twenties

Working with a CERTIFIED FINANCIAL PLANNER™ professional as early as in your twenties can put you ahead in meeting your long-term financial goals. Here are a few tax tips to follow in your twenties.

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