Consider This Program with Jamie Burton and Grant Soliven, AIF.
In this segment we will cover:
On this segment of Consider This Program, learn why the number one wealth eroding factor is not investment losses but Uncle Sam!
Talking Points:
1. Tax Planning
2. Retirement V For Victory
3. What can I withdraw
Resources –
• “Retirement Strategies “V” For Victory” Consider This Program with Joe Clark and Adam Harter, CFA. Retirement Strategies “V” For Victory!- https://yourlifeafterwork.com/retirement-strategies-v-for-victory
• What is tax planning? Take a closer look with this video from Financial Enhancement Group Tax Planning – Thttps://yourlifeafterwork.com/tax-planning-lp
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