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The Quietest Tax Window You’ll Ever See: Why the bridge years between W-2 and Social Security do more for a plan than most plans use them for
There’s a window most retirement plans don’t even map.
It opens the year a client’s W-2 income stops, and it closes the year Social Security starts. For most of the clients you and I see, that’s somewhere between two and six years of unusually quiet tax air — earned income gone, Social Security not yet on, required minimum distributions still a long way off.
Greg DuPont
Jun 93 min read
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