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Tax planning is key with April around the corner
WGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!
This week, Tom Fortino focuses on Roth conversions and reminds us we can take any amount, at anytime, at any age. Plus, with the new year around the corner, tax planning is key and April will be here before we know it. Tom also tells us that the holidays are a great time to talk about estate and legacy planning with loved ones. All of this and more!
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/7122726/7122726_2024-12-20-165326.64kmono.mp3
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By WGN RadioWGN Radio’s Tom Fortino from Alpha Wealth Group gives you the latest financial business news, financial planning advice, and more!
This week, Tom Fortino focuses on Roth conversions and reminds us we can take any amount, at anytime, at any age. Plus, with the new year around the corner, tax planning is key and April will be here before we know it. Tom also tells us that the holidays are a great time to talk about estate and legacy planning with loved ones. All of this and more!
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/7122726/7122726_2024-12-20-165326.64kmono.mp3
Recent Posts
The Alpha Wealth Hour
What does the Big Beautiful Bill mean for retirement?
.cls-7{fill:#fff;fill-rule:evenodd}
Don’t let Uncle Sam surprise you unexpectedly
.cls-7{fill:#fff;fill-rule:evenodd}
Be tax free or as close to it as you can be
.cls-7{fill:#fff;fill-rule:evenodd}
It’s not about timing the market
.cls-7{fill:#fff;fill-rule:evenodd}
Weatherproof your portfolios from market volatility
.cls-7{fill:#fff;fill-rule:evenodd}
Click for more