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  • The Hidden Costs of Ignoring Social Security Strategy
    Learn why overlooking a holistic approach to Social Security could cost you—and how to address it effectively. (Page 5)
  • Charitable Giving Done Right
    Find out how a lack of strategy in donations can leave tax benefits unused, plus actionable steps to maximize your impact. (Page 45)
  • Demystifying the “Tax Torpedo”
    Understand what it is, why it matters, and how to prevent higher taxes on your Required Minimum Distributions (RMDs). (Page 72)