Retirement Tax Strategies That Pass IRS Scrutiny
Retirement tax strategies are essential for preserving wealth, but they must be implemented in ways that fully comply with IRS regulations. The IRS reviews withdrawals, deductions, and reporting accuracy closely, making it crucial to design a plan that’s both effective and audit-proof. Missteps like incorrect Required Minimum Distribution (RMD) calculations, overly aggressive deductions, or poorly […]
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