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Building a Stronger Financial Future

Asset Location

Making smart financial decisions involves more than choosing investments - it also involves deciding where to place those investments so your money can work as efficiently as possible.

Have you thought about how taxes could impact your retirement income? Put knowledge on your side! You may have a well-diversified portfolio – but that doesn’t always
mean it’s positioned efficiently from a tax perspective. Join us for this informational session designed to help you learn about how to potentially reduce taxes on your retirement income. We will dive into several
key topics that are central to retirement planning, including:

• How different account types are taxed
• Why withdrawal order matters when generating income
• How asset location strategies may help improve after-tax retirement income

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