Questions About Retirement Accounts & Tax Impacts

Questions About Retirement Accounts & Tax Impacts

Your Money Matters

11/10/2024 7:45PM

Episode Synopsis "Questions About Retirement Accounts & Tax Impacts"

Christy Smith, founder of Presley Wealth Management and Matt Kennedy, investment adviser representative, discuss issues that affect your retirement planning and how you can build a plan to help reduce risk and implement wealth accumulation strategies. Learn more at presleywealthmanagement.com and then, if you would like to have a deeper conversation, set up an appointment online at meetwithusnow.com or by calling (225) 791-5773.

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