Laurie discussed Listeners’ Tax Questions.
Did you miss the last show, 2024 Tax Planning Now? Listen Here
Laurie Siebert, CPA, CFP®, AEP®, discussed: Retirement accounts – account transitions, distributions, options
Laurie Siebert, CPA, CFP®, AEP®, discussed: Education Funding continued and the FAFSA
Tune in on Wednesday, 6 p.m., to the latest “Your Financial Choices” show on...
Laurie Siebert, CPA, CFP®, AEP®, discussed: Managing Retirement Account Distributions
Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org Please review Important Disclosure Information set forth in the last section of this web site.