Beyond the Accumulation Phase: Save Thousands By Distributing Assets Efficiently скачать в хорошем качестве

Beyond the Accumulation Phase: Save Thousands By Distributing Assets Efficiently

Congratulations! You've done the hard work of saving for years but did you know, if you distribute your asssts incorrectly it could cost you thousands in unplanned taxes and hundreds of thousands in Medicare premium increases? Lead Advisors, Jamison Smith and Chris Pavcic, break down the art of distribution planning and how to most efficiently use your assets to create income and fund your goals. Learn how to make your money last longer in this episode! Connect with EWA ⁠https://ewa-llc.com/⁠ Follow Us on Social Media ⁠  / ⁠   ⁠  / ⁠   ⁠  / ⁠   View EWA Disclosures and Firm ADV: https://adviserinfo.sec.gov/firm/summ...