In this episode Ed talks with Rickie Taylor , Regional Director for Retirement Plan Consultants. Ed & Rickie work closely together to help you, their clients, improve your financial plans and retirement outcomes. And, of course, one of the biggest considerations in retirement is trying to reduce taxes. This episode dives into the strategies and updated tax credits to help you do just that.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!
In this episode Ed talks with Rickie Taylor , Regional Director for Retirement Plan Consultants. Ed & Rickie work closely together to help you, their clients, improve your financial plans and retirement outcomes. And, of course, one of the biggest considerations in retirement is trying to reduce taxes. This episode dives into the strategies and updated tax credits to help you do just that.
Join us every week as Ed Bao helps you navigate the sometimes rocky waters of retirement. Healthcare, investments, taxes, estate planning and more!