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Chad opens up 2023 with a discussion on retirement accounts and the change in legislation that allows you to push required minimum distributions to age 73. Next, Chad talks about gifting and how it relates to your tax situation. Start the new year off with an insightful discussion on retirement planning by listening to the latest episode with Certified Financial Planner Chad Burton.
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.
By New Focus on Wealth2.3
33 ratings
Chad opens up 2023 with a discussion on retirement accounts and the change in legislation that allows you to push required minimum distributions to age 73. Next, Chad talks about gifting and how it relates to your tax situation. Start the new year off with an insightful discussion on retirement planning by listening to the latest episode with Certified Financial Planner Chad Burton.
Email your money question to [email protected].
Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com
See omnystudio.com/listener for privacy information.

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