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Your Year End Tax Planning Reminders # 423
Your Life Your Wealth
English - December 15, 2023 10:32 - 19 minutes - 26.4 MB - ★★★★★ - 27 ratingsInvesting Business News finances financialplanning investing currentevents lifestyle news politics retirement stockmarket wealth Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
As the year ends, the holidays arrive and many of us may be busier than ever. But it’s an important time of year to keep your financial wellbeing top of mind. Today, John Walker, Regional Vice President, Mercer Advisors, reminds you of several potentially beneficial tax related moves to consider before the new year arrives.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
As the year ends, the holidays arrive and many of us may be busier than ever. But it’s an important time of year to keep your financial wellbeing top of mind. Today, John Walker, Regional Vice President, Mercer Advisors, reminds you of several potentially beneficial tax related moves to consider before the new year arrives.
Listening Time: 19 minutes
Mercer-Cordasco Disclosure Information
Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.
Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.