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Brian Akers and Alex Monk discuss tax planning and preparation strategies for individuals, including understanding tax laws and regulations, utilizing tax accountants, and leveraging financial planners for efficient and lower taxes. They also discuss various tax-related issues, such as charitable donations, tax credits, and refunds, and the factors affecting tax refunds. Additionally, they discuss retirement planning strategies, including saving money on taxes through IRAs and Roth IRAs, understanding income limits and tax implications of different retirement accounts, and starting retirement plans early.



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