Smart Money Management Alan Alderfer Mike Bergen financial planning wealth management IRS internal revenue service taxes

SMM Podcast 17-6-10 Keep the IRS at Bay

“Welcome to Smart Money Management presented by Alderfer Bergen &amp; Company in Warsaw. Alderfer Bergen is dedicated to helping business owners, retirees and professionals with comprehensive financial planning services including 401k and retirement plan rollovers, customized portfolio design and asset management for individual investors and retirees. The opinions voiced on this show are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine what investments may be appropriate for you, consult with your attorney, accountant, financial advisor or tax advisor prior to investing. Securities and advisory services offered through LPL Financial, a registered investment advisor—member FINRA/SIPC.”

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“Welcome to Smart Money Management presented by Alderfer Bergen & Company in Warsaw. Alderfer Bergen is dedicated to helping business owners, retirees and professionals with comprehensive financial planning services including 401k and retirement plan rollovers, customized portfolio design and asset management for individual investors and retirees. The opinions voiced on this show are for general information only, and are not intended to provide specific advice or recommendations for any individual. To determine what investments may be appropriate for you, consult with your attorney, accountant, financial advisor or tax advisor prior to investing. Securities and advisory services offered through LPL Financial, a registered investment advisor—member FINRA/SIPC.”

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SMM Podcast 17-6-10 Keep the IRS at Bay

SMM Podcast 17-6-10 Keep the IRS at Bay