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    Tax Planning

    Strategic tax planning can also have a huge impact on how much of your hard earned money you keep. We will review your tax returns to ensure there are no dollars falling through the cracks. There are many tax saving tools that can be utilized in retirement. It is vital that we do not overlook this ever changing piece of your retirement plan. We are happy to include your CPA or other tax advisor in the planning stages or solutions.

    To schedule a time to discuss your retirement harvest, contact us at info@quest10wealth.com or call us at (919) 552-4286 or (888) 316-6232 today!

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    Investment advice is provided by Quest 10 Wealth Builders, Inc., a Registered Investment Adviser with the NC Secretary of State Securities Division. Insurance and annuity products are sold separately through Complete Financial Solutions, Inc. Securities transactions for Quest 10 Wealth Builders, Inc. are placed through Fidelity Investments and Trust Company of America.

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    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.