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9. Easily Re-optimize the Plan in response to...

Changing goals
Changing tax law
Changing asset values

Failing to plan is planning to fail. Do not make the mistake of waiting until you know more about tax laws or your situation. We can document the current status of your plan and easily re-optimize your plan as we learn more about your balance sheet, goals, and any tax law changes.


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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.