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MARK SHARP

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Tax-Focused Retirement Income Planning for Households Nearing Retirement

Mark Sharp Retirement, LLC ALOHA, OR, Oregon

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About

About

Mark Sharp Retirement, LLC is a Portland-area retirement planning firm focused on retirement income coordination for households nearing retirement or already drawing from savings.

The firm describes a structured process for aligning withdrawals, tax considerations, income timing, and investment decisions.

Credentials

Credentials

EA

Services

Services

Services and fees
ServiceFormatFeeContact
Tax servicesRemote

Client types

Client types

Households nearing or in retirement

Service areas

Service areas

Portland, OR

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