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Increasing its West Coast Presence, Wealth Enhancement Group Expands to 12 Offices in Northern California Wealth Enhancement Group, a national independent wealth management firm with more than $63.8 billion in total client assets, announced the acquisition of Equius Partners, Inc. an independent RIA based in Novato, CA.

Increasing its West Coast Presence, Wealth Enhancement Group Expands to 12 Offices in Northern California Wealth Enhancement Group, a national independent wealth management firm with more than $63.8 billion in total client assets, announced the acquisition of Equius Partners, Inc. an independent RIA based in Novato, CA.

Why focus on retirement tax planning?Simply put, the realities of retirement have changed—drastically. High inflation means higher cost of living, and taxes can consume a significant portion of your retirement income if you don’t have a plan. If you want to maintain your lifestyle in retirement, these tax-efficient retirement strategies can help you stay on track.

Bob Welch, Senior Vice President and financial advisor at Wealth Enhancement Group was quoted in a USA Today article titled, “What Are Required Minimum Distributions?”

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