Health Savings Accounts

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

“Health Savings Accounts and other related issues”

Original air date March 14, 2018)

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Employer & Retirement Plan Benefits

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

“Employer and retirement plan benefits – what to consider.”

Original air date February 28, 2018)

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Your Tax Questions

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

“Listener Tax Questions”

Original air date February 21, 2018)

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Planning Under Tax Reform

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

“The new world of planning under tax reform”

(Original air date February 14, 2018)

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Frequently Asked (Financial) Questions

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

“Frequently Asked (Financial) Questions

(Original air date February 7, 2018)

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Tax & Cash Flow in Estate Plans

Laurie Siebert, CPA, CFP®, AEP® and her guest, Attorney Dennis Pappas from the Law Offices of Vasiliadis & Associates discuss:

“Conversations around tax and cash-flow planning as part of an estate plan.”

 

 

 

 

 

 

 

 

(Original air date January 31, 2018)

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Market Review & Outlook

Laurie Siebert, CPA, CFP®, AEP® and her guests, Timothy G. Roof, CFP® and Connor Darrell from Valley National Financial Advisors discuss:

“2017 Market review and 2018 outlook”

 

 

 

 


(Original air date January 24, 2018)

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Roth IRAs Update

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

“Roth IRAs Update”

(Original air date January 17, 2018)

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Tax Reform for 2017/2018

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

“Tax reform – what do we know for 2017 and 2018”

(Original air date January 10, 2018)

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2018 To Do’s

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

“Looking forward to 2018 – To Do’s”

(Original air date January 3, 2018)

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