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Client First Capital
About
About Our Firm
Team
Hear from Our Clients
Services
Services Overview
Advice Only
Wealth Management
Family Office & Trustee Services
Approach
Our Integrated Approach
Tailored Investment Strategies
Robust Tax Strategies
Proactive Risk Planning
Charitable Giving Planning
Estate Planning & Corporate Trustee Services
Insights
Articles & Updates
Video Library
Resource Library
Contact Us
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Back
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Our Integrated Approach
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Tax Planning, Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital 11/24/20 Tax Planning, Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital 11/24/20

Income Tax Strategies in Retirement

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Tax Planning, Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital 10/24/20 Tax Planning, Investment Planning Amar Shah, CFA, CFP® Founder & CIO, Client First Capital 10/24/20

Top 5 Tips to Minimize Taxes on Investments During Retirement

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Client First Capital, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Client First Capital, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Client First Capital, LLC unless a client service agreement is in place.

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