Changing Investment Firms
Jill on Money with Jill Schlesinger
Reducing Tax Liability in Retirement
Jill explains checking taxable account holdings and managing dividend/interest sources to lower retirement tax bills.
My planner of 20 plus years has struck out on his own with a large fiduciary firm and would like me to move my money to his new company. Should I?
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
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