In this week’s episode Robert Farmer and Keith Weinman of Presidential’s Loveland Office visit the studio to have a discussion on what should be the top goal for everyone building a retirement plan: paying zero taxes. Is it doable? Yes, if you start planning early and properly. Keith and Bob talk about what issues people need to be aware of in regards to taxes when planning for retirement.
Subscribe to our newsletter
Get our latest articles, podcasts, class and event schedules and offers in your inbox once a month. Submit your name and email and we’ll take care of the rest.
Check the background of this firm or this investment professional on FINRA’s BrokerCheck.
Securities and investment advisory services offered by Forta Financial Group, Inc. | Member: FINRA/SIPC