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    taxplans

    Explore "taxplans" with insightful episodes like and "2025 The Final Drive S1:E45 - Tax Movement in 2023" from podcasts like " and "2025 The Final Drive Podcast"" and more!

    Episodes (1)

    2025 The Final Drive S1:E45 - Tax Movement in 2023

    2025 The Final Drive S1:E45 - Tax Movement in 2023

    There are 3 years left until the end of the 2017 tax cuts.

    Let's focus on what we can do this year of 2023.

    As the advisor, I have an action plan for you regarding your retirement and estate planning opportunities. 

    Timing is everything.

    How can you take advantage of up to a $5,000 catch up?

     Inflation adjustments and more explained in this episode.

    https://www.cfci.us/2025-the-final-drive

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