Do You Know Which Phase of Finance You Are In?
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Do You Know Which Phase of Finance You Are In?
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Accumulation, Contribution, and Distribution – do you know which Phase of Finance you are in? There are significant differences in how to approach your tax planning and investments depending on where you are in your financial journey! In this episode of Your Retirement Program, we will discuss the differences and what you need to consider now. Call now to schedule your complimentary Next Steps meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com.
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We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com