Laurie Siebert, CPA, CFP®, AEP® and her guest, Thomas M. Riddle, CPA, CFP® – President of Valley National Financial Advisors, discuss lump sum versus annuity options for retirees.
Laurie Siebert, CPA, CFP®, AEP®, discussed- Job Changes – What to consider!
Laurie Siebert, CPA, CFP®, AEP®, discussed: Unusual Tax Situations – questions welcome! Questions can...
Laurie Siebert, CPA, CFP®, AEP®, reviewed past Your Financial Choices podcasts.
Laurie Siebert, CPA, CFP®, AEP®, discussed: More Tax Talk and Fixes When Available.
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