Accessing Retirement Funds


Laurie Siebert, CPA, CFP®, AEP® discusses:

“Accessing retirement funds – when and how?”

(Original air date May 1, 2019)

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Q1 Market Review

Laurie and Connor Darrell, CFA, Head of Investments at Valley National Financial Advisors discussed:

“A Review of the Markets through Q1 2019”

(Original air date April 10, 2018)

RELATED CONTENT
Valley National Financial Advisors’Quarterly Commentary – Q1 2019

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PA Inheritance Tax Special Situations

Laurie Siebert, CPA, CFP®, AEP® discusses: “Special Elections and Situations in PA Inheritance Tax Filings” with her guest Attorney Charles Stopp, from the law firm of Steckel and Stopp.

(Original air date April 3, 2018)

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Your Tax Returns

Laurie Siebert, CPA, CFP®, AEP® will discuss:

“Your Tax Returns – amending, extending and paying.”

(Original air date March 27, 2018)

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Elements of Financial Planning

Laurie Siebert, CPA, CFP®, AEP® welcomed back Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors to discuss:

“Elements of Financial Planning”

(Original air date March 20, 2018)

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More Listener Tax Questions

Laurie Siebert, CPA, CFP®, AEP® and her guest Mae Gerhart, Tax Accountant / Financial Planning Professional at Valley National Financial Advisors address:

“MORE Tax Questions from Listeners”

(Original air date March 13, 2018)

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Tax Return Income Management

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Strategies for managing the income on your tax return and why it is important.”

(Original air date March 6, 2018)

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Tax Information & Reminders

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Tax Information – a collection of important topics and reminders.”

(Original air date February 27, 2018)

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Listener Tax Questions

Laurie Siebert, CPA, CFP®, AEP® addresses:

“Tax Questions from Listeners”

(Original air date February 13, 2018)

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New Tax Forms

Laurie Siebert, CPA, CFP®, AEP® discusses:

“Tax season – reviewing the new forms”

(Original air date February 6, 2018)

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RELATED VIDEO: Valley National Financial Advisors Associate Financial Advisor Jessica Goedtel, CFP® provides a tour of the new 1040 and its associated forms.