Join us for this 60-minute webinar where we will focus on three levels of taxation that are important to your clients during retirement.

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Managing federal income tax for income tax loss and income tax arbitrage.

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The alternative minimum tax.

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The coming surtax on unearned income.

Please note that Roster Financial, its affiliated companies, and their representatives do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.

This offer is designed for insurance licensed financial professionals.
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