Advisor tips to lower taxes before retirement and maximize income while in it

Name: Advisor tips to lower taxes before retirement and maximize income while in it
Uploaded: 2023-10-18T14:48:08Z
Description: Jessica Nelson, financial advisor with Altfest, sits down with InvestmentNews anchor Gregg Greenberg to explain how advisors can help clients lower taxes before retirement and maximize RMDs and tax deductions once they get there.

Jessica Nelson, financial advisor with Altfest, sits down with InvestmentNews anchor Gregg Greenberg to explain how advisors can help clients lower taxes before retirement and maximize RMDs and tax deductions once they get there.