Recent changes in the tax system affected a lot of people. You may be one of them. These changes made some of the strategies you may have used in the past inefficient. Some of them are not even valid anymore. But the new tax law also made great new planning strategies available.
I am offering complimentary one-on-one no-obligation consultation on complexities of financial, investment and tax planning strategies in today’s world. Spend an hour with me to determine what strategies may be a good fit for you.
You can schedule consultation using the calendar below.
Vladimir Kouznetsov, CFP®, is a fee-only independent financial advisor and founder of Retegy, LLC. Vladimir specializes in retirement accumulation and distribution planning and advanced tax strategies. He is a member of Ed Slott’s Master Elite IRA Advisor Group™.
Vladimir may be also reached at (949) 662-3212 or email@example.com