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DOCUMENTS TO KEEP ON FILE

Are you filing income tax returns? Do you plan to apply for Medicare? Do you have a will or own property?  Here is a list of documents recommended to keep in a file and stored in a safe place.
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Complete View Financial San Antonio
Boosting Retirement Savings
and Minimizing Taxes Now

We've created the checklist you need to boost your retirement income.

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Complete View Financial
Maximizing Tax-Free Income
in Retirement

Five things to know about Roth conversions.

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Complete View Financial

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