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End of Year Tax Strategies: Act Now, Save Later

Have you done everything you can do in 2019 to reduce your tax burden? We will cover strategies to consider before the end of the year involving Roth IRAs, Life Insurance, the consequences or benefits of taking withdrawals from different qualifications of investments, capital gains, and more!

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A happy senior couple calculating their finances in a beautiful home.


November 8, 2019



9725 Cogdil Road, Ste 101
Knoxville, TN 37932


11:00 am