How Tax Planning Changes Through Four Stages of Retirement
April 27, 2022 11:30 AM
April 27, 2022 12:35 PM
Bill Bush, Financial Advisor at Horizon Financial Group talks about the importance of tax planning for people nearing retirement... and already in retirement. Bill presents keys that are important to understand during the four stages of retirement.
Check the background of your financial professional on FINRA's BrokerCheck
Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation(commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.