Financial a Tax Planning for the New Year
January 4, 2021 on ForYourBenefit, host Bob Leins, CPA® welcomes Joe Sullender, CFP® to talk about starting 2021 with a focus on re-assessing your situation. Plans may have changed around retirement, the market has changed, how can you reassess and move forward in the new year? Today’s discussion will focus on: Setting Goals and “Risk Management” throughout each career phase (early, mid-career, pre-retirement) Impact of recent changes in Tax Law under the SECURE Act For questions or comments, email us in advance at ForYourBenefit@nitpinc.com
