For Your Information: Five Steps To Retire Tax Free

James Heafner President and CEO of Heafner Financial, joined New Mexico Living to explain to us the steps to retiring tax-free.

James has a formula to help people learn how to live tax-free.

F – Find out
R – Research
E – Engineer
E – Execute

He pointed out that most importantly is to talk to a professional, different situations such as age or desired outcomes, call for different plans of action.

For more information, visit his website.

 


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