This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors.
Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs & Advisors. Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

This week on Financial Planning: Explained, host Michael Menninger, CFP is joined again by Brian Pugliese, CPA. Brian is a Certified Public Accountant and member at GMS Surgent CPAs &amp; Advisors.
Brian and Mike talk about ways to maximize tax benefits when contributing to a 529 plan.

Year End Tax Planning Part II with Brian Pugliese, CPA

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

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Education

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Investing

Learn about financial planning strategies, ways to reduce taxes, how much you can spend in retirement, Social Security benefits, Roth IRA conversions and contributions, portfolio diversification, creating retirement income, and more. Episodes include review of case studies and interviews with subject matter experts. At Menninger &amp; Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful. In the end, all decisions are ultimately made by our clients, so each client knows why they are making those decisions thanks to our extremely informative meetings. Tune into this educational channel to learn strategies used every day!

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Year End Tax Planning Part II with Brian Pugliese, CPA

Year End Tax Planning Part II with Brian Pugliese, CPA

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