Create a 700- to 1,050-word report that outlines a tax smart retirement income strategy for a hypothetical client or for yourself.
List the client’s tax relevant information, such as age, marital status, number of dependents, income and retirement savings level and any other pertinent information for tax planning.
Evaluate strategies for this client to save for retirement; focus on 2-3 different options.
Conclude and rationalize optimal retirement savings tax strategy for your client.
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