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“This new law upends 20 years of retirement planning and sticks it to the middle class.”

Those were the words the Wall Street Journal Printed

Americans Need to Take These Critical Moves to Minimize the Impact on Investment Assets

David Phillips is a noted estate planner and bestselling author, and he called it: “the biggest tax to hit your estate since 1913.”

But it’s not set in stone yet.

There is Time to Protect Retirement Assets But It Must Be Soon

Here’s How

Editors Note

Sometimes, colleagues of Perspective Portfolio share special offers with us that we think our readers should be made aware of. Above is one such special opportunity that we believe deserves your attention.

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