Countdown to Retirement with Gregg MacInnisCountdown to Retirement with Gregg MacInnis
Gregg MacInnis, Owner and President of Gmac Family Financial, joins you on Countdown to Retirement to offer up innovative financial strategies, soluti…68 clip(s)
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Time is Running Out to Book Your End-of-Year Financial Review
Have you made an appointment for an end-of-year check of your retirement finances? Time is running out! On this episode of Countdown to Retirement, Greg MacInnis talks about the five things he likes to focus on during a review, including a check of 401(k)/IRA contributions, harvesting stock losses, RMD calculations, Roth conversions and charitable giving.
For more information on GMac Family Financial, or to schedule a consultation with Gregg MacInnis call, 972-475-2461 or visit gmacfamilyfinancial.com.
