Sentences with phrase «retirees with a financial advisor»
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More from Investor Toolkit: Advisors turn to life coaches and counselors Retirees leave $ 100B in Social Security benefits on table Ring in 2018 with a new financial game plan
https://www.cnbc.com/
Marianela Collado, CPA and CFP with Tobias Financial Advisors, warned retirees against creating more state taxable income by keeping municipal bonds from a former resident state that would become taxable in the new resident state.
Financial advisors should talk with their retiree and pre-retiree clients in view of the proposed $ 1.51 trillion Tax Cuts and Jobs Act unveiled Thursday.