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Hello world!
Hello world!
Wednesday, July 6th, 2022
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Resident State
Gender
Male
Female
Health
Excellent
Good
Fair
Not good
Benefit desired
Income
Legacy
Both
Program of interest
Qualified Plan Transfer
The IRA Time Bomb
Roth Conversion
RMD Redirect
SFI RMD
Qualified Plan Buyout
Defined Benefit Planning Maximization/Buyout
Qualified plan maximization
"401h" Tax free triple play
Married
Beneficiaries
spouse
children
charity
Current Tax Bracket
24%
32%
35%
37%
Assumed Future Tax Bracket
24%
32%
35%
37%
40%
45%
50%
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