In this episode, Jay and Chris their continue conversation with special guest Matt Hale, Financial Advisor at Truist Investment Services. Matt breaks down individual retirement plans like traditional IRAs, Roth IRAs, and 529 college plans. Plus, he shares some success stories from clients who've benefited from working with both a financial advisor and a CPA. Tune in for straightforward insights into financial planning and real-life success stories!
Matt Hale, Financial Advisor, Truist Investment Services
Any comments or references to taxes herein are informational only. Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Don't forget to subscribe to our channels! We appreciate support from our listeners.