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Marketing

America’s Tax Solutions™ provides marketing materials to assist the CPA firm in building wealth preservation awareness with their clients. These materials include:

Retirement Distribution Planning

Proper retirement distribution planning can help clients develop strategies that may reduce the likelihood that they will experience a financial hardship is retirement. Creating and engineering steady and reliable streams of income is critical during the retirement phase of one’s life. There are a number of risks that can compromise a client’s income stream during retirement.

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