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Vice President, Integrated Advice,
Wealth Enhancement Group
Brian Vnak is Vice President, Integrated Advice for the Wealth Enhancement Group, advising clients on income, gift, trust and estate tax issues. Mr. Vnak is a Certified Financial Planner™ and Certified Public Accountant (CPA) who graduated Magna Cum Laude from the University of Notre Dame with two degrees: a Bachelor of Business Administration and a Master of Science in Accountancy.
When retirees add up all their deductions and personal exemptions, they may find opportunities to generate the income they need from their portfolios without triggering any federal taxes. Here's how.
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