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Sample Client CDP
Retirement Planning
Sample Client CDP
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Course Lessons and Progress
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Retirement Elevated Tax Planning
Retirement Elevated Health Care
Retirement Elevated Conclusion
Retirement Elevated Course Materials
The SECURE Act
Sign-In Sheet Template
Retirement Planning Workbook Inserts – 2020
Supporting Documents for Retirement Elevated Course
Evaluation Sheet
Evaluate your Retirement Exercise
Resources Forms- Assets and Budget Sheet
Syllabus
Risk vs Fluctuation
Pay It Forward
Optional Handouts
Sample Client CDP
Single Return 2014
Sample Intersection
2019 Tax Rate Chart
Sample Snapshot
Joint Return 2014
Sample Case
Improved 1040 after Roth 2016
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Retirement Planning
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