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Tax discussions, Social Security, and the ‘Great Wealth Transfer’

Tax discussions, Social Security, and the ‘Great Wealth Transfer’

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This week on The Alpha Wealth Hour, Tom Fortino dives into the tax discussions you should be having now that the year is underway. Are you up to date on Social Security rules and claiming strategies? Tom shares practical insights to help you stay informed. He also talks about the upcoming “Great Wealth Transfer,” what […]
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