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Tax Strategies for Career Professionals and Pre-Retirees

Tax Strategies for Career Professionals and Pre-Retirees

by PETER W. TUZ, CFA, CFP® | Jul 14, 2025 | Insights

Looking for ways to reduce your taxable income is important whether you are beginning your career or have been working for twenty years or more.  Here are some options to consider as part an overall tax strategy. Remember, an overall tax strategy looks at the big...

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Chase Investment Counsel is a family and employee-owned wealth management firm offering personalized investment services throughout Virginia and neighboring states. The firm was founded by Derwood S. Chase, Jr. in 1957. During the past 60 years, our relationships have often broadened from parents to children and grandchildren. We take pride in the durability of those relationships and our ability to help maintain and grow wealth over many economic and market cycles.

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