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Yoder Wealth Management
Michael Yoder, CFP®, CRPS® is Principal at Yoder Wealth Management, which provides holistic financial advice for retirees and those transitioning into retirement. The firm specializes in income generation, lifetime tax planning, Medicare, Social Security and other retirement-related issues.
Michael formerly served as a Director within the Financial Planning and Advice department for a large national firm.
Securities and advisory services offered through Commonwealth Financial Network®, member www.finra.org / www.sipc.org, a Registered Investment Adviser. Yoder Wealth Management, 2033 N. Main St., Suite 1060, Walnut Creek, CA 94596. 925-691-5600. email@example.com.
Many retirees inadvertently end up with a tax plan that’s upside-down from what would be best for them.
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