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The Rules Have Changed

Families and Individuals

The Rules Have Changed: By working with TCA, you are able to discuss personalized strategies to help you address and plan for unseen issues in retirement.

For the baby boomers, this is not your parents’ retirement

  • Pensions have all but disappeared
  • Healthcare expenses coupled with longer life expectancy
  • Economic uncertainty

Investors must have a clear understanding of today’s most common retirement concerns

  • Inflation
  • Rising taxes
  • Working in retirement

How much will my future income be affected by taxes?

  • Paying for the CARES Act
  • Increasing Corporate taxes
  • Estate Taxes

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