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Tax Planning Survey
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Do you have a comprehensive Tax Strategy?
When do you want to retire?
Retire - what is that?
When I stop enjoying my work
Choose All that Apply
I use 529 Plans to save for College
I try to max out my annual giving
I defer compensation
I max out my pretax savings
I want to give (currently give) to charity
Are you familiar with the combined Gift & Estate tax systems?
Absolutely. Do you want my spreadsheet?
Not really, tell me more
Not at all
Do you have any whole life insurance?
Yes, and through my work
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