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How Waiting 15 Days to Retire May Save You Thousands in Taxes on Your BRP Payouts
I was recently working with a Shell executive client, let’s call her Lynn, who had been putting in long hours on a challenging assignment and was ready to retire by September 30, 2025. I worked with...
Willis Johnson & Associates Named One of the Best Places to Work for Financial Advisers in 2024
by Jordan Lynch
February 28, 2024