Success in the New RetirementSuccess in the New Retirement
Clean

Finding a Sweet Spot in Your Tax Strategy

View descriptionShare

How do you find your happy place for your personal tax strategy? If you paid too much, what adjustments can make that make both your portfolio and Uncle Sam happy? Plus, are there any benefits to a Robo Advisor?

For more information or to schedule a consultation call 480-680-6868 or visit www.successinthenewretirement.com 

  • Facebook
  • X (Twitter)
  • WhatsApp
  • Email
  • Download

In 1 playlist(s)

  1. Success in the New Retirement

    272 clip(s)

Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
Social links
Follow podcast
Recent clips
Browse 272 clip(s)