Laurie Siebert, CPA, CFP®, AEP® discusses:
“Social Security and Medicare filing options, withholdings, IRMAA adjustments and Form SSA-44.”
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM. Laurie...
Laurie and her guest, William Henderson, VP / Head of Investments at Valley National...
Laurie and her guest, Attorney Tim Duckworth Jr from Mosebach, Funt, Dayton & Duckworth,...
Laurie is joined by Erin McCune from Easeenet to discuss: Capturing the Logistics of...
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