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Hi there,
Tax season doesn’t end when the return is filed. For many retirees and cross-border families, the real planning questions begin when Required Minimum Distributions, refund habits, and investment decisions start affecting what you actually get to keep.
In this Baobab Bulletin, we’re looking at Required Minimum Distributions (RMDs), the widow’s tax penalty, costly expat refund habits, and the way currency and international careers can shape long-term financial outcomes.
We’ve also included a guide on reviewing your 2025 tax return to help you spot missed planning opportunities, catch potential issues, and make sure this year’s return supports your broader retirement income strategy.
If you’d like help applying any of this to your own situation, you can schedule a call by clicking the button below!
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