You’ve worked hard and saved diligently, but when it’s time to withdraw your money, taxes can significantly impact how long it lasts.
If you have any questions you would like to submit beforehand, please email them to jenna@craigjamesfinancial.com.
This event is for educational purposes. Tax services are provided independently from United Planners.
Craig J. Ferrantino is a Registered Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA, SIPC. Craig James Financial Services, LLC and United Planners are not affiliated.