ACKNOWLEDGMENTS We are humbled to share our insights and passions with sa vers lik e you a cross t he count ry. It is ou r greatest hop e th at we ’ve h elped y o u c hoose a be tter path to a h appier retirement. But, we didn’t accomplish this book alone. We’d like to th ank our friend s, colleagues, and clients who raised concerns about retirement strategies in the post-COVI D era. You r questions became the inspiration for this book. A special th ank yo u, as we ll, goes to the financi al professionals across the country who are committed to helping their client s tak e a macro approach to taxes in retirement; your work will help millions of Americans find greater success whe n th ey r etire. Finally, we share a deep appreciation for the tea m at Stonewood Financial . They help make our work possible. A special “th ank you” to Abigail, Alec, Connor, Delphine, Eddie, Laura, an d Tyl er for you r support of t his book an d all t he work we d o on be half o f o ur c ountry’s s avers.
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