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Tax Legislation Updates

Original Air Date: March 01st, 2023

Tax Legislation Updates

Category: Tax

Laurie discussed Tax Legislation Updates.

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Laurie discussed: Retirement Account Considerations.

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Laurie discussed: Pre-Retirement Checklist.

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Laurie discussed: Social Security Benefits and Implications.

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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