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Day: May 7, 2025

The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late

You did it—you saved, you planned, and now retirement is here (or close!). But did anyone warn you about the tax storm waiting on the other side? From RMDs to Medicare premiums, retirement could be your highest-taxed phase yet. Don’t let surprise taxes derail your golden years.

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Kennesaw, GA Office

3735 Cherokee Street
Kennesaw, Georgia 30144

  • 770-429-9166

Dunwoody, GA Office

Roam Office available for meetings upon request.

1155 Mt. Vernon Highway NE
Atlanta, GA 30338

Naples, Fl Office

2343 Vanderbilt Beach Road, Suite 620
Naples, FL 34109

  • 239-467-5500