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Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the advisor’s services. Please Note: "Ideal" is not intended to give assurance as to achieving successful results. Different types of financial strategies involve varying degrees of risk and there is no guarantee of results. This presentation is intended for educational purposes only. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment or financial advice from Savant. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. 

Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage the advisor’s services. Please Note: "Ideal" is not intended to give assurance as to achieving successful results. Different types of financial strategies involve varying degrees of risk and there is no guarantee of results. This presentation is intended for educational purposes only. Moreover, you should not assume that any discussion or information contained in this presentation serves as the receipt of, or as a substitute for, personalized investment or financial advice from Savant. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.

“I created this 20-minute educational video to help retirees and pre-retirees try to get the most out of their nest egg. Taxes could be your largest expense in retirement if your income is over $100,000 or if you have over $500,000 in savings, so I believe this is information you need to know. My goal is to give you the knowledge required to help reduce your taxes and keep more for what matters most to you.”

“I created this 20-minute educational video to help retirees and pre-retirees try to get the most out of their nest egg. Taxes could be your largest expense in retirement if your income is over $100,000 or if you have over $500,000 in savings, so I believe this is information you need to know. My goal is to give you the knowledge required to help reduce your taxes and keep more for what matters most to you.”

Justin D. Smith, CFA®, CFP® Shares His 
Top 5 Tax-Smart Retirement Strategies

Free Educational Video

Justin D. Smith, CFA®, CFP® 

Shares His Top 5

Tax-Smart Retirement Strategies

   How to fill up low tax brackets

   Avoid the phantom tax brackets

   Locate your assets in the right bucket

  Delay Social Security to reduce taxes


   The new rules for being charitable