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Pre-Retirement Checklist

Original Air Date: March 22nd, 2023

Pre-Retirement Checklist

Category: Retirement

Laurie discussed: Pre-Retirement Checklist.

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Tax Savings and Updates from the Inflation Reduction Act of 2022

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Laurie discussed: Tax savings and updates from the Inflation Reduction Act of 2022.

Proudly brought to you by: Valley National Financial Advisors

Valley National Financial Advisors

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