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Getting to tax-free in retirement
WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!
This weekend Tom is the bearer of bad news: it is tax season again. Tax day is only a couple of months away and Tom tells us everything we need to think about as we get closer to April 15th and his goal to get us to tax-free in our retirement. He also mentions the “unique window” coming up and avoiding the IRS being a bigger partner in your retirement plan.
If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.
https://serve.castfire.com/audio/7269566/7269566_2025-02-08-153606.64kmono.mp3
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View all episodes
By WGN RadioWGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!
This weekend Tom is the bearer of bad news: it is tax season again. Tax day is only a couple of months away and Tom tells us everything we need to think about as we get closer to April 15th and his goal to get us to tax-free in our retirement. He also mentions the “unique window” coming up and avoiding the IRS being a bigger partner in your retirement plan.
If you’d like to get involved with the show, call 630-934-1855. A member of Tom Fortino’s group will get back to you.
https://serve.castfire.com/audio/7269566/7269566_2025-02-08-153606.64kmono.mp3
Recent Posts
The Alpha Wealth Hour
Social Security 2032 warning
.cls-7{fill:#fff;fill-rule:evenodd}
Market uncertainty, ‘paper millionaires,’ social security
.cls-7{fill:#fff;fill-rule:evenodd}
New tax laws, AI and the Great Wealth Transfer
.cls-7{fill:#fff;fill-rule:evenodd}
Uncle Sam, your 401(k), and a smart retirement plan
.cls-7{fill:#fff;fill-rule:evenodd}
Balancing protection, growth and smart RMD strategy
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more
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