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Things To Consider if You Plan to Retire in the Next Year or Two # 430

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Contenuto fornito da Steve Cordasco. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Steve Cordasco o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

If your retirement is a year or two away, you should be mindful of changes to the current retirement landscape. The changes result from legislative action and the forthcoming sunsetting of some previously enacted tax laws. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the changes that you, and your financial planning team, may consider for you to be appropriately prepared.

Listening Time: 21 minutes

Mercer-Cordasco Disclosure Information

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Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

  continue reading

102 episodi

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iconCondividi
 
Manage episode 401286804 series 2353242
Contenuto fornito da Steve Cordasco. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Steve Cordasco o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

If your retirement is a year or two away, you should be mindful of changes to the current retirement landscape. The changes result from legislative action and the forthcoming sunsetting of some previously enacted tax laws. Today, John Walker, Regional Vice President, Mercer Advisors, discusses the changes that you, and your financial planning team, may consider for you to be appropriately prepared.

Listening Time: 21 minutes

Mercer-Cordasco Disclosure Information

Visit Our Website

Join Our Email List

Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

  continue reading

102 episodi

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