CFP® Explains: How to Organize Your Retirement (7 Must-Have Accounts)
21:19
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CFP® Explains: How to Organize Your Retirement (7 Must-Have Accounts)
How to Organize Your Retirement (7 Must-Have Accounts!) Dave Zoller, CFP® ⭐️ My Favorite Free Retirement Planner⭐️ https://bit.ly/Retirement-Planner REACH ...
375.4K viewsSep 18, 2023
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#ad When it comes to building generation wealth, one of the most powerful tools we have are living trusts. When structured correctly they can save your family BIG time on taxes, but if you don’t have a plan in place with your advisor your family members might find themselves with a hefty tax bill. So that’s why I recommend working with a financial planner, specifically a CFP® professional from Facet. Not only will they sit down and review your estate planning options but also retirement planning
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