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A Momentous Milestone!

A Momentous Milestone!

June 13, 2022
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Congratulations on your 72nd birthday! If so, it's time to start drawing down on some of your retirement accounts. If you don’t, Uncle Sam may help himself to some of your hard-saved funds. However, there are some exceptions.

As always, give us a call if you’d like to discuss the best approach for you.