Client Line Newsletter March 2025

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In this month’s Client Line Newsletter, several pertinent topics are covered:

  • The Benefits of Financial and Tax Strategies
  • Recognizing the Red Flags of Tax Scams
  • Consequences of Taking Loans from your 401(k)
  • Looking beyond State Income Taxes when Estimating Retirement Living Expenses
  • 5 Reasons to Work with a Tax Professional
  • Traditional IRA Deductibility Limits
  • High Cost of Senior Care

Click HERE to download and view the newsletter.

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