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Couple Saved $1.7 Million in Taxes – How We Did It

April 26, 2025

We helped a couple reduce their lifetime tax liability by over $1.7 million. Today, we’ll walk you through their financial plan, so you can see how the tax strategies we used could also help you save millions.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

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