On this week's episode, Charles talks about making a client's retirement plan more tax efficient. He describes a few strategies he used and how he was able to make the most out of the low tax rates we are in right now.
Important Links:
Website: https://www.cpweldegroup.com/
Call: 610-388-7705
Version: 20241125
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.