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Jan 27, 2020

Recently an AARP study revealed some jarring numbers: Americans who are 50-and-older make up just 35% of the population…but they pay 59% of all the federal income taxes! On this episode, Abe explains how he helped a couple make changes to be much more efficient with their retirement tax strategy. Plus, the story of how Abe and his team uncovered over $15,000 in annual fees one couple wasn’t aware of.