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Third Party Advice on Year End Tax Planning for Bank of America Employees

Although The Retirement Group is not affiliated with Bank of America, the Year End Tax Planning Center was created to provide Bank of America employees with resources which will help ease the tax planning process. It is our goal to make sure that you have the knowledge and insight necessary to adequately prepare yourself for 2023.

Featured Articles for Bank of America Employees

We have a large collection of tax planning articles that will help you in the tax planning process. We strive to be a one stop shop for all of your Bank of America tax planning needs.

Year-End Charitable Giving for Bank of America Employees

The tax benefits associated with charitable giving could potentially enhance your ability to give and should be considered as part of your year-end tax planning.

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Year-End Tax and Investment Decisions for Bank of America Employees

Year-end investment decisions may sometimes result in substantial tax savings.

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Schedule a Call

Need help planning your next move from Bank of America? Schedule a call with one of our financial advisors today.

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Interest Rates, Inflation, Healthcare & more!

In this webinar series The Retirement Group covers a variety of retirement related topics including changing interest rates, inflation, healthcare & more! Click below to register for our next live webinar:

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Meet with an Advisor

Meeting with an advisor is commonly the next step as you step away from your career. The Retirement Group has advisors available nationwide that can discuss your financial options as you begin your retirement journey. 

Schedule a Meeting