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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

  1. 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.
    1. 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).
    2. 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.
    3. Ignoring any potential investment implications, where do we get his monthly paycheck from and what are the associated tax implications?

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