• Tax Planning with Roth Accounts & Life Insurance

  • May 22 2024
  • Duración: 13 m
  • Podcast

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Tax Planning with Roth Accounts & Life Insurance

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  • Resumen

  • As a licensed tax attorney, Daniel Razvi knows how to plan effectively for his clients when it comes to their taxes in retirement. On this episode, he and his father, Raz, discuss the only two tax-free investments available to Americans: Roth accounts and life insurance.

    Book a Meeting with Daniel and Raz

    For More Information: Higher Ground Financial Group

    Contact Us at 1-888-263-4434 (888-263-HGFG)
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