When Can I Retire

Retirement can be a joyful and scary prospect.   Head into Retirement with Confidence! Planning for the long-term Sustainability For many people, the thought of

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Burgess & Associates, LLC are not CPA’s, therefore cannot offer tax advice.  Please consult your tax advisor for clarification on IRA contributions and other tax-affiliated questions & concerns.

Burgess & Associates are not Lawyers.  Our trusts are reviewed by our Trust officers and our Lawyer, we offer no legal advice. 

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