This Private Client Insight was written by The Prudent Speculator team and was originally distributed to clients, including those of Kovitz.
Kovitz Insights - How to Retire a Millionaire, September 2023
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The strategies discussed above are general guidelines and there are details and exceptions that might apply to your individual financial situation. We recommend consulting with your tax professional and wealth advisor team to devise solutions tailored to your specific needs.
Through our partnership with Kovitz, our team collaborates to make your wealth work for you. We are committed to ensuring that your comprehensive financial strategy is thoughtful, personalized and effective. For more details about our wealth management and asset management services, kindly reach out to Jason R. Clark, CFA at 949.424.1013 or jclark@kovitz.com.