• Irrevocable Pension Decisions S2

  • Jul 16 2024
  • Duración: 14 m
  • Podcast

Irrevocable Pension Decisions S2 Por arte de portada

Irrevocable Pension Decisions S2

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen.

    Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

    A unique offering we are providing to our listeners: The Logical Plan™

    To a prosperous and happy 2024!!

    Sean G. Todd, Esq., M. Tax, CFP®, CPA

    P.S. Your tax, estate and financial plan - done: The Logical Plan™
    Más Menos
activate_primeday_promo_in_buybox_DT
Economía Finanzas Personales
Más Menos

Lo que los oyentes dicen sobre Irrevocable Pension Decisions S2

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles