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April 20, 2020

6 months of living expenses ($30,000) + 12 months of portfolio withdrawals (another $24,000) = $54,000 in cash in this scenario. (1)

Retirement

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Planning for your retirement as a business owner can be complex - saving enough, minimizing taxes, and planning your exit. Let us handle the details of your retirement so you can focus on what you do best: running your business.