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A financial advisor on our team has a scheduled call with a client, Mr. Enoon, in one week. Draft an email to the team laying
- A financial advisor on our team has a scheduled call with a client, Mr. Enoon, in one week. Draft an email to the team laying out your recommendations (with talking points) so that the advisor can deliver the advice to Mr. Enoon.
- Mr. Enoon is retired and single, his DOB is 6/1/1964, he lives in Mississippi and he has a total of $1.5mm ($250k is in a non-qualified account and the rest is qualified).
- Beginning in January 2024, Mr. Enoon is looking for withdrawals from his portfolio in the amount of $4,000 net per month. He wants us to advise on taxes.
- Ignoring any potential investment implications, where do we get his monthly paycheck from and what are the associated tax implications?
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