Smart sequencing before retirement: the overlooked strategy that saved one couple nearly $18,000 in tax
This month highlights the power of unused concessional caps when paired with timing and advice. Our feature story, led by Senior Financial Adviser Chris Herdman, shows how a couple aged 67 and 55 used careful sequencing to reduce a potential… Read More »Smart sequencing before retirement: the overlooked strategy that saved one couple nearly $18,000 in tax









