Financial PizzaFinancial Pizza

Financial Pizza The Advisors have taxes on their minds, specifically tax planning in retirement.

View descriptionShare

The Advisors have taxes on their minds, specifically tax planning in retirement. We hear from Brian Quaranta explaining how a Roth conversion can help lower your taxes. Richard Pellitier talks about how a trust can be used to help minimize the tax bite. Eric Kearney says don’t procrastinate, face the tax issue head on. Parker Holland shares a case study of a 61-year-old couple and how they successfully retired and left a legacy. Gary Nolan has warmed up the ‘WayBack’ machine for a trip back to 1988.

Visit Financial Pizza or call 800-662-6808.

  • Facebook
  • Twitter
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Financial Pizza

    222 clip(s)

Financial Pizza

Clips and more from some of the best financial radio programs heard around the country every week. A 
Social links
Follow podcast
Recent clips
Browse 222 clip(s)